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 CAPITAL5 years Service code 28 · EIN 36-4376977 | Investment Management | $758,700 |
AMERICAN FUNDS1 year Filed as: CLEARLAKE CAPITAL GROUP LP Service code 28 · EIN 20-8541105 | Investment Management | $608,192 |
ACADIAN ASSET MANAGEMENT LLC9+ years Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $563,761 |
PIMCO FUNDS9+ years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $425,829 |
IFM INVESTORS PTY LTD1 year Filed as: IFM GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0569684 | Investment Management | $330,473 |
Filed as: BANK OF NEW YORK Service code 28 · EIN 13-5160382 | Investment Management | $274,924 |
Filed as: CAPVEST CO-INVESTOR V SCSP Service code 28 · EIN 98-1609495 | Investment Management | $262,386 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN CAPITAL MANAGEMENT Service code 28 · EIN 27-4453139 | Investment Management | $261,435 |
Filed as: METLIFE Service code 28 · EIN 82-2405817 | Investment Management | $257,122 |
AXIUM INFRA IV1 year Filed as: AXIUM INFRASTRUTURE Service code 28 | Investment Management | $246,347 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 15.9%-15.9pp | 2.2%-2.2pp |
| Annual return | 14.76% | 9.11%+5.6pp | 9.36%+5.4pp | 9.11%+5.6pp |
| Employer contribution / active EE | $22,556 | $12,231+84.4% | $31,270-27.9% | $12,231+84.4% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |