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.
| Provider | Service type | Compensation |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $523,694 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 28 · EIN 36-2214610 | Investment Management | $520,563 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS Service code 28 1 N LOWER WACKER DR · CHICAGO, IL 60606 | Investment Management | $508,736 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 23-2772200 | Investment Management | $465,002 |
Filed as: WILLIS TOWER WATSON Service code 11 8400 NORMANDALE LK BLVD · MINNEAPOLIS, MN 554373811 | Actuarial | $448,911 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN L.P. Service code 28 · EIN 13-4064930 | Investment Management | $408,457 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON LONDON Service code 28 118. NORTH BEDFORD ROAD · MT KISCO, NY 10549 | Investment Management | $406,452 |
ELK CREEK PARTNERS, LLC2+ years Service code 28 · EIN 27-5463196 | Investment Management | $403,388 |
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 | Investment Management | $349,747 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Investment Management | $327,761 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $381,942,733-100.0% | $14,339-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.0%-17.0pp | 0.0%0pp |
| Annual return | 2.30% | 9.70%-7.4pp | 1.15%+1.1pp | 9.19%-6.9pp |
| Employer contribution / active EE | $0 | $15,369-100.0% | $26,339-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $1,231 | $317+288.1% | $178+590.7% | $1,615-23.8% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,605-100.0% | $2,655,710-100.0% |