Filed February 3, 2005 (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.
| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON ASSET MANAGEMENT (SVCS)LTD Service code 28 · EIN 95-4328983 | Investment Management | $1,359,282 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVSTMT MGMT AMER Service code 28 · EIN 20-8058531 | Investment Management | $1,325,104 |
FRANKLIN TEMPLETON3+ years Filed as: TEMPLETON INVESTMENT COUNSEL LLC Service code 28 · EIN 94-3385113 | Investment Management | $1,233,453 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,171,694 |
ALIGHT SOLUTIONS LLC1 year Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 36-2235791 | Recordkeeping | $1,161,421 |
XEROX CORPORATION3+ years Filed as: XEROX HR SOLUTIONS, LLC Service code 13 · EIN 16-0468020 | Contract Administrator | $1,027,352 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $991,335 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $904,111 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $684,085 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $674,759 |
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 | $14,491,905-100.0% | $180,484-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 10.1%-10.1pp | 5.3%-5.3pp |
| Annual return | 13.78% | 1057.21%-1043.4pp | 10.53%+3.2pp | 1057.21%-1043.4pp |
| Employer contribution / active EE | $11,253 | $14,374-21.7% | $29,360-61.7% | $14,374-21.7% |
| Participant deferral / active EE | $0 | $351-100.0% | $54-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $1,273-100.0% | $81,210-100.0% |