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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: CLEARLAKE VI Service code 28 · EIN 20-8541105 | Investment Management | $978,589 |
VERITAS WEALTH ADVISORS2 years Filed as: VERITAS VII Service code 28 9 WEST 57 STREET · NEW YORK CITY, NY 10019 | Investment Management | $848,598 |
ACADIAN ASSET MANAGEMENT LLC7+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $465,501 |
WITHUMSMITH+BROWN, PC7+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $451,776 |
IFM INVESTORS PTY LTD2 years Filed as: IFM GLOBAL INFRA Service code 28 · EIN 98-0569684 | Investment Management | $445,461 |
ARLINGTON CAPITAL3 years Service code 28 · EIN 36-4376977 | Investment Management | $318,208 |
PIMCO FUNDS7+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $315,747 |
THE BANK OF NEW YORK MELLON2 years Filed as: BYN MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $272,410 |
PROLOGIS2 years Service code 28 · EIN 94-3285362 | Investment Management | $230,757 |
AXIUM INFRA IV2 years Service code 28 | Investment Management | $223,333 |
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 | $444,552-100.0% | $151,098-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 16.3%-16.3pp | 3.7%-3.7pp |
| Annual return | 13.26% | 15.63%-2.4pp | 11.31%+2.0pp | 15.63%-2.4pp |
| Employer contribution / active EE | $20,070 | $11,476+74.9% | $35,729-43.8% | $11,476+74.9% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $237-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $20,124-100.0% | $429-100.0% |