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.8+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $1,910,741 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $775,296 |
M. SCADUTO8+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $400,915 |
WELLINGTON TRUST COMPANY7 years Service code 28 · EIN 04-2755549 | Investment Management | $326,399 |
NORTHERN TRUST COMPANY7 years Service code 21 · EIN 36-1561860 | Bank Trustee | $211,453 |
MARATHON ASSET MANAGEMENT8+ years Filed as: MARATHON ASSET MANAGEMENT LTD. Service code 28 · EIN 44-6201673 | Investment Management | $177,132 |
M. KOLLE8+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $173,121 |
THE SEGAL COMPANY8+ years Filed as: SEGAL & CO. Service code 17 · EIN 13-1835864 | Pension Consulting | $171,864 |
R. SCHEER8+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $168,526 |
STEPSTONE GROUP LP5 years Service code 16 · EIN 33-1156466 | Consulting | $125,125 |
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 | $163,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.9%-15.9pp | 0.0%0pp |
| Annual return | 6.27% | 33.11%-26.8pp | 9.36%-3.1pp | 33.11%-26.8pp |
| Employer contribution / active EE | $8,296 | $9,000-7.8% | $31,270-73.5% | $9,000-7.8% |
| Participant deferral / active EE | $494 | $680-27.4% | $263+87.4% | $680-27.4% |
| Admin fee / account holder | $0 | $0 | $9,460-100.0% | - |