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 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 |
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% |