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.
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1928058 | Actuarial | $208,574 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA CORPORATION Service code 21 · EIN 56-0906609 | Bank Trustee | $43,617 |
GQG PARTNERS LLC5 years Filed as: GQG PARTNERS GLOBAL EQUITY FUND Service code 28 · EIN 81-2947111 | Investment Management | $32,107 |
KILTEARN PARTNERS LLP5 years Filed as: KILTEARN GLOBAL EQUITY FUND Service code 28 · EIN 27-4585908 | Investment Management | $30,699 |
ARGA6 years Service code 28 · EIN 46-2858793 | Investment Management | $15,840 |
SOMERSET6 years Service code 28 · EIN 75-3255268 | Investment Management | $13,834 |
INCOME RESEARCH & MANAGEMENT7+ years Filed as: INCOME AND RESEARCH MANAGEMENT Service code 28 · EIN 04-4955404 | Investment Management | $12,589 |
BAKER NEWMAN NOYES5 years Filed as: BAKER NEWMAN & NOYES LLC Service code 10 · EIN 01-0494526 | Accounting | $12,500 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON LONDON INTERNATIONAL Service code 28 · EIN 04-3237387 | Investment Management | $6,351 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 10.43% | 35.98%-25.6pp | 10.75%-0.3pp | 15.63%-5.2pp |
| Employer contribution / active EE | $2,864 | $8,396-65.9% | $35,170-91.9% | $11,476-75.0% |
| Participant deferral / active EE | $1,562 | $812+92.4% | $82+1800.5% | $1,127+38.6% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |