Filed October 17, 2011 (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 |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $766,821 |
BLACKSTONE3+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $746,365 |
HARDING LOEVNER LP3+ years Service code 51 · EIN 27-0684167 | Investment Mgmt Fees | $596,910 |
EDGEWOOD MANAGEMENT LLC3+ years Service code 27 · EIN 20-4044179 | Advisory (Plan) | $554,709 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $552,943 |
BALBEC CAPITAL MGMT. LP1 year Service code 28 7114 E STETSON DRIVE · SCOTTSDALE, AZ 85251 | Investment Management | $514,523 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 22-3361201 | Investment Management | $484,421 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES UNCONSTRAINED BOND FU Service code 28 · EIN 04-3200030 | Investment Management | $420,859 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MGMT, INC. Service code 28 · EIN 31-1019984 | Investment Management | $327,704 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $288,598 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 19.38% | 13.80%+5.6pp | 90.61%-71.2pp | 13.80%+5.6pp |
| Employer contribution / active EE | $3,204 | $10,386-69.1% | $32,730-90.2% | $10,386-69.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |