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.2+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $3,427,299 |
NUMERIC INVESTORS LLC1 year Service code 51 · EIN 04-3068821 | Investment Mgmt Fees | $786,592 |
ARROWSTREET CAPITAL2+ years Service code 28 · EIN 04-3472863 | Investment Management | $554,997 |
Service code 28 · EIN 04-3063840 | Investment Management | $277,815 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $267,637 |
Filed as: GENESIS INVESTMENT MANAGEMENT LLP Service code 51 · EIN 98-0425770 | Investment Mgmt Fees | $256,373 |
M. SCADUTO2+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $254,515 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $241,296 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 51 · EIN 20-2830751 | Investment Mgmt Fees | $203,548 |
PKF O'CONNOR DAVIES, LLP2+ years Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $139,853 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.99% | 16.32%-4.3pp | 9.39%+2.6pp | 16.32%-4.3pp |
| Employer contribution / active EE | $6,311 | $12,766-50.6% | $33,466-81.1% | $12,766-50.6% |
| Participant deferral / active EE | $0 | $800-100.0% | $657-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |