Filed June 14, 2013 (most recent of 4 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 |
|---|---|---|
INSTITUTIONAL CAPITAL MANAGEMENT1+ years Service code 28 · EIN 36-2684546 | Investment Management | $458,000 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 13-5545100 | Investment Management | $386,000 |
MORLEY CAPITAL MANAGEMENT1+ years Filed as: MORLEY CAPITAL MANAGEMENT, INC. Service code 65 · EIN 93-0849924 | Account Maintenance | $378,684 |
NORTHERN TRUST COMPANY1+ years Service code 28 · EIN 36-1561860 | Investment Management | $246,000 |
GARTMORE MORLEY CAPITAL TRUST1+ years Service code 28 · EIN 39-0856417 | Investment Management | $184,000 |
BARCLAYS CAPITAL LE1+ years Filed as: BARCLAYS GLOBAL INVESTORS Service code 21 · EIN 94-3112180 | Bank Trustee | $153,000 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $20,000 |
Filed as: PYRAMIS GLOBAL ADVISORS TRUST CO. Service code 28 · EIN 04-3532603 | Investment Management | $6,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,714 | $69,298+46.8% | $94,229+7.9% | $67,505+50.7% |
| Participation rate | 99.1% | 78.7%+20.4pp | 78.8%+20.3pp | 71.2%+27.9pp |
| Annual return | -1.05% | 4.36%-5.4pp | 10.68%-11.7pp | 6.52%-7.6pp |
| Employer contribution / active EE | $5,070 | $1,785+184.1% | $3,587+41.4% | $2,173+133.4% |
| Participant deferral / active EE | $6,539 | $3,471+88.4% | $4,320+51.3% | $3,597+81.8% |
| Admin fee / account holder | $164 | $59+178.9% | $6,269-97.4% | $56+192.3% |