Filed December 21, 2018
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL INVESTOR I Service code 28 · EIN 36-7045783 | Investment Management | $233,974 |
Filed as: CAPE ANN GLOBAL Service code 28 · EIN 47-4778650 | Investment Management | $121,831 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON-LONDON Service code 28 · EIN 44-6201673 | Investment Management | $90,769 |
NORTHERN TRUST COMPANY2 years Service code 19 · EIN 36-1561860 | Securities Custodian | $75,645 |
Filed as: HIGHCLERE INTERNATIONAL INVESTORS L Service code 28 · EIN 20-4668348 | Investment Management | $52,678 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $39,900 |
Filed as: BRANDYWINE Service code 28 · EIN 56-6669869 | Investment Management | $12,783 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 12.15% | 5.48%+6.7pp | 9.82%+2.3pp | 9.30%+2.9pp |
| Employer contribution / active EE | $1,491 | $9,127-83.7% | $30,322-95.1% | $12,551-88.1% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |