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 |
|---|---|---|
ARLINGTON CAPITAL4 years Service code 28 · EIN 36-4376977 | Investment Management | $767,701 |
AMERICAN FUNDS1 year Filed as: CLEARLAKE Service code 28 · EIN 20-8541105 | Investment Management | $681,257 |
ACADIAN ASSET MANAGEMENT LLC8+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $332,596 |
PROLOGIS3 years Service code 28 · EIN 94-3285362 | Investment Management | $326,281 |
PIMCO FUNDS8+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $301,443 |
AXIUM INFRA IV3 years Service code 28 | Investment Management | $293,070 |
IFM INVESTORS PTY LTD3 years Filed as: IFM GLOBAL INFRA Service code 28 · EIN 98-0569684 | Investment Management | $278,151 |
Filed as: METLIFE Service code 28 · EIN 82-2405817 | Investment Management | $277,193 |
THE BANK OF NEW YORK MELLON3 years Filed as: BYN MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $267,551 |
WITHUMSMITH+BROWN, PC8+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $264,157 |
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 | $2,456,633-100.0% | $748,470-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 21.7%-21.7pp | 1.5%-1.5pp |
| Annual return | -12.35% | 23.41%-35.8pp | 0.46%-12.8pp | 23.41%-35.8pp |
| Employer contribution / active EE | $22,994 | $12,650+81.8% | $35,480-35.2% | $12,650+81.8% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $231-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $29,938-100.0% | $14,884-100.0% |