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 |
|---|---|---|
LAZARD ASSET MANAGEMENT1+ years Service code 28 · EIN 04-3478313 | Investment Management | $380,916 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $372,657 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2480800 | Investment Management | $332,630 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $298,430 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557450 | Investment Management | $297,128 |
FRANKLIN TEMPLETON1+ years Service code 28 · EIN 80-0733663 | Investment Management | $269,988 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $266,121 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $264,875 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $183,789 |
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1481931 | Bank Trustee | $169,910 |
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 | $14,096,330-100.0% | $108,235-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.0%0pp |
| Annual return | -1.08% | 1.67%-2.8pp | -1.08%0pp | 1.67%-2.8pp |
| Employer contribution / active EE | $25,395 | $10,506+141.7% | $35,779-29.0% | $10,506+141.7% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $238-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $13,449-100.0% | $66,276-100.0% |