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, PC6+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $385,746 |
ARCADIAN1 year Service code 28 · EIN 04-2929221 | Investment Management | $363,375 |
ARLINGTON CAPITAL2 years Service code 28 · EIN 36-4376977 | Investment Management | $324,367 |
PIMCO FUNDS6+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $314,388 |
Filed as: BYN MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $257,232 |
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $199,435 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1481931 | Bank Trustee | $175,384 |
AON CONSULTING3 years Filed as: AON HEWITT ASSOCIATES LP Service code 16 PO BOX 95135 · CHICAGO, IL 60694 | Consulting | $146,032 |
AMERICAN FUNDS1 year Filed as: CLEARLAKE VI Service code 28 · EIN 20-8541105 | Investment Management | $142,275 |
ARDIAN SF VIII2 years Filed as: ARDIAN SFVIII Service code 28 · EIN 98-1439310 | Investment Management | $132,556 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | 10.85% | 12.86%-2.0pp | 7.87%+3.0pp | 12.86%-2.0pp |
| Employer contribution / active EE | $0 | $13,687-100.0% | $31,784-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |