Filed February 25, 2014 (most recent of 4 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 |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT AND PARTNERS LIMITED Service code 28 · EIN 98-0465834 | Investment Management | $877,922 |
MONDRIAN INVESTMENT GROUP1+ years Filed as: MONDRIAN INV. GROUP (U.S.), INC. Service code 21 · EIN 56-2475915 | Bank Trustee | $344,155 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 21 · EIN 23-6994310 | Bank Trustee | $167,362 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $151,792 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-2755549 | Investment Management | $149,716 |
TRUE NORTH MANAGEMENT GROUP, LLC1+ years Service code 28 · EIN 27-0087074 | Investment Management | $112,500 |
Filed as: KESTREL INVESTMENT MANAGEMENT CORP. Service code 28 · EIN 94-3173193 | Investment Management | $109,571 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $89,243 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL EST ADV EUR, L.P. Service code 28 · EIN 20-3041211 | Investment Management | $78,500 |
BLACKSTONE1+ years Filed as: BLACKSTONE REAL ESTATE ADV, L.P. Service code 28 · EIN 20-8081274 | Investment Management | $46,012 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $47,522-100.0% | $219,333-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 9.2%-9.2pp |
| Annual return | -2.57% | -1.20%-1.4pp | -2.01%-0.6pp | -0.08%-2.5pp |
| Employer contribution / active EE | $5,799 | $5,696+1.8% | $34,453-83.2% | $7,991-27.4% |
| Participant deferral / active EE | $0 | $79-100.0% | $34-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $5,362-100.0% | $275-100.0% |