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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LAZARD ASSET MANAGEMENT4+ years Service code 28 · EIN 04-3478313 | Investment Management | $528,221 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $485,784 |
ACADIAN ASSET MANAGEMENT LLC4+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $482,030 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $388,761 |
WEDGE CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1557450 | Investment Management | $362,066 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $307,936 |
PIMCO FUNDS4+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $251,460 |
FRANKLIN TEMPLETON4+ years Service code 28 · EIN 80-0733663 | Investment Management | $222,798 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $187,031 |
STATE STREET GLOBAL ADVISORS4+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $171,104 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -7.01% | -1.27%-5.7pp | -0.67%-6.3pp | 33.37%-40.4pp |
| Employer contribution / active EE | $23,308 | $12,021+93.9% | $31,731-26.5% | $11,253+107.1% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |