Filed October 3, 2013
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 |
|---|---|---|
ARLINGTON CAPITAL6 years Service code 28 · EIN 36-4376977 | Investment Management | $672,996 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $522,405 |
ACADIAN ASSET MANAGEMENT LLC10+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $517,716 |
CHARLES BANK PARTNERS3 years Service code 28 · EIN 85-3126096 | Investment Management | $427,395 |
AMERICAN FUNDS2 years Filed as: CLEARLAKE CAPITAL GROUP LP Service code 28 · EIN 20-8541105 | Investment Management | $364,828 |
GRAIN MANAGEMENT1 year Filed as: GRAIN MANAGEMENT CAPITAL Service code 28 · EIN 27-2066237 | Investment Management | $332,705 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK Service code 28 · EIN 13-5160382 | Investment Management | $326,237 |
WITHUMSMITH+BROWN, PC10+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $303,686 |
IFM INVESTORS PTY LTD2 years Filed as: IFM GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0569684 | Investment Management | $266,719 |
GOLDMAN SACHS2 years Filed as: WAUD CAPITAL PARTNERS VI LP Service code 28 · EIN 88-3601569 | Investment Management | $260,230 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 10.03% | 9.30%+0.7pp | 8.34%+1.7pp | 9.30%+0.7pp |
| Employer contribution / active EE | $9,174 | $12,551-26.9% | $30,790-70.2% | $12,551-26.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |