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 |
|---|---|---|
WITHUMSMITH+BROWN, PC5+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $393,073 |
FISHER INVESTMENTS5+ years Service code 28 · EIN 20-2480800 | Investment Management | $367,806 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $365,461 |
PIMCO FUNDS5+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $281,720 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $263,692 |
FRANKLIN TEMPLETON5+ years Service code 28 · EIN 80-0733663 | Investment Management | $225,025 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $219,689 |
AON CONSULTING2 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $198,290 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1481931 | Bank Trustee | $172,291 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 04-3478313 | Investment Management | $166,587 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 24.57% | 21.83%+2.7pp | 12.93%+11.6pp | 21.83%+2.7pp |
| Employer contribution / active EE | $47,758 | $12,237+290.3% | $35,210+35.6% | $12,237+290.3% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |