Filed May 26, 2004
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 |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $3,371,831 |
ARROWSTREET CAPITAL1+ years Service code 28 · EIN 04-3472863 | Investment Management | $292,570 |
NUMERIC INVESTORS LLC1+ years Filed as: NUMERIC INVESTORS Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $263,023 |
GENESIS ASSET MANAGERS LLP1+ years Filed as: GENESIS Service code 51 · EIN 98-0425770 | Investment Mgmt Fees | $245,698 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $236,044 |
M. SCADUTO1+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $230,966 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 04-3237387 | Investment Management | $226,362 |
PANAGORA ASSET MANAGEMENT1+ years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $223,109 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $215,000 |
LSV ASSET MANAGEMENT1+ years Service code 28 · EIN 23-2772200 | Investment Management | $141,945 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,821-100.0% | $115,939-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 19.3%-19.3pp | 5.5%-5.5pp |
| Annual return | -4.04% | 5.86%-9.9pp | 3.97%-8.0pp | 5.86%-9.9pp |
| Employer contribution / active EE | $7,058 | $10,137-30.4% | $28,168-74.9% | $10,137-30.4% |
| Participant deferral / active EE | $0 | $492-100.0% | $274-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $12,837-100.0% | $387-100.0% |