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 |
|---|---|---|
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $2,964,044 |
STRATEGIC ADVISORS, INC.7+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $2,105,433 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $519,279 |
WELLINGTON TRUST COMPANY6 years Service code 28 · EIN 04-2755549 | Investment Management | $401,411 |
M. SCADUTO7+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $347,724 |
BUCK GLOBAL, LLC6 years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $313,366 |
MARATHON ASSET MANAGEMENT7+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $193,849 |
JONES DAY6 years Service code 29 · EIN 34-0319085 | Legal | $171,404 |
M. KOLLE7+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $154,795 |
R. SCHEER7+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $140,514 |
Participant contribution per participant 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 | $0 | $748,470-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | -2.85% | -14.80%+11.9pp | 0.46%-3.3pp | -14.80%+11.9pp |
| Employer contribution / active EE | $8,991 | $8,996-0.1% | $35,480-74.7% | $8,996-0.1% |
| Participant deferral / active EE | $387 | $455-15.0% | $231+67.4% | $455-15.0% |
| Admin fee / account holder | $0 | $0 | $29,938-100.0% | - |