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 MANAGEMENT2+ years Service code 28 · EIN 04-3478313 | Investment Management | $415,143 |
ACADIAN ASSET MANAGEMENT LLC2+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $380,332 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $327,506 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $303,719 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $295,046 |
Filed as: BNYMELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $238,970 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $221,339 |
FRANKLIN TEMPLETON2+ years Service code 28 · EIN 80-0733663 | Investment Management | $209,715 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $185,409 |
T ROWE PRICE RPS INC2+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1481931 | Bank Trustee | $174,649 |
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 | $381,942,733-100.0% | $115,939-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.17% | 5.69%+3.5pp | 3.97%+5.2pp | 9.19%0pp |
| Employer contribution / active EE | $54,306 | $14,808+266.7% | $28,168+92.8% | $12,608+330.7% |
| Participant deferral / active EE | $0 | $2,219-100.0% | $274-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,837-100.0% | $2,655,710-100.0% |