Filed January 16, 2015 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $616,991 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 28 · EIN 20-2830751 | Investment Management | $582,595 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $541,424 |
UBS FINANCIAL SERVICES INC1+ years Filed as: UBS Service code 28 1 N LOWER WACKER DR · CHICAGO, IL 60606 | Investment Management | $475,308 |
AB FUNDS1+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $426,133 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON Service code 28 118. NORTH BEDFORD ROAD · MT KISCO, NY 10549 | Investment Management | $423,830 |
ELK CREEK PARTNERS, LLC1+ years Service code 28 · EIN 27-5463196 | Investment Management | $389,759 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $385,388 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $330,459 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 93-0249060 | Investment management fees paid direc... | $328,652 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $10,105-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | -0.38% | -3.37%+3.0pp | 16.23%-16.6pp | 1.67%-2.1pp |
| Employer contribution / active EE | $0 | $15,879-100.0% | $17,605-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $1,137 | $1,1370% | $237+379.2% | $1,562-27.2% |
| Admin fee / account holder | $0 | $66,276-100.0% | $11-100.0% | $66,276-100.0% |