Filed April 30, 2009 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY4+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1928058 | Actuarial | $177,358 |
Filed as: IRIDIAN Service code 28 · EIN 06-1535113 | Investment Management | $51,775 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA CORPORATION Service code 21 · EIN 56-0906609 | Bank Trustee | $46,397 |
LONE JUNIPER3 years Service code 28 · EIN 06-1569270 | Investment Management | $45,799 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $43,358 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON LONDON INTERNATIONAL Service code 28 · EIN 04-3237387 | Investment Management | $41,973 |
Service code 28 · EIN 90-6110063 | Investment Management | $35,853 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME AND RESEARCH MANAGEMENT Service code 28 · EIN 04-4955404 | Investment Management | $32,925 |
GQG PARTNERS LLC2 years Filed as: GQG PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 81-2947111 | Investment Management | $23,998 |
Filed as: NEW SOUTH CAPITAL Service code 28 · EIN 62-1237220 | Investment Management | $20,130 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 23.03% | 9.64%+13.4pp | -102.04%+125.1pp | 33.37%-10.3pp |
| Employer contribution / active EE | $11,094 | $8,034+38.1% | $36,232-69.4% | $11,253-1.4% |
| Participant deferral / active EE | $1,478 | $572+158.6% | $47+3020.6% | $819+80.5% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |