Filed January 30, 2009 (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 |
|---|---|---|
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $108,031 |
LOGAN CIRCLE PARTNERS, LP4+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $103,128 |
CAUSEWAY CAPITAL MANAGEMENT LLC4+ years Filed as: CAUSEWAY CAPITAL MANAGEMENT, LLC Service code 28 · EIN 95-4861680 | Investment Management | $100,913 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 27 · EIN 22-2540245 | Advisory (Plan) | $91,370 |
DODGE & COX3 years Service code 28 · EIN 94-1441976 | Investment Management | $87,595 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $84,145 |
BUCK GLOBAL, LLC1 year Filed as: BUCK Service code 11 · EIN 13-3954297 | Actuarial | $69,209 |
ACADIAN ASSET MANAGEMENT LLC4+ years Service code 28 · EIN 04-2929221 | Investment Management | $66,327 |
HEXAVEST INC.4+ years Service code 28 · EIN 27-4751991 | Investment Management | $63,739 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $62,713 |
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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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -7.43% | 7.01%-14.4pp | 12.68%-20.1pp | 0.19%-7.6pp |
| Employer contribution / active EE | $66,330 | $12,638+424.8% | $22,860+190.2% | $13,763+382.0% |
| Participant deferral / active EE | $1,743 | $554+215.0% | $123+1319.7% | $804+117.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |