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 MANAGEMENT3+ years Service code 28 · EIN 04-3478313 | Investment Management | $494,986 |
ACADIAN ASSET MANAGEMENT LLC3+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $447,780 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $393,409 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $387,606 |
WEDGE CAPITAL MANAGEMENT3+ years Service code 28 · EIN 56-1557450 | Investment Management | $362,957 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $257,760 |
Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $246,301 |
FRANKLIN TEMPLETON3+ years Service code 28 · EIN 80-0733663 | Investment Management | $219,355 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $194,001 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1481931 | Bank Trustee | $169,704 |
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 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 16.79% | 13.46%+3.3pp | 9.39%+7.4pp | 17.84%-1.0pp |
| Employer contribution / active EE | $18,930 | $16,846+12.4% | $33,466-43.4% | $14,688+28.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |