Filed April 4, 2018 (most recent of 7 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON-LONDON INTERNATIONAL FUND Service code 51 · EIN 22-3321401 | Investment Mgmt Fees | $615,860 |
RIVER AND MERCANTILE LLC1+ years Filed as: RIVER ROAD ASSET MGMT Service code 51 · EIN 43-2076925 | Investment Mgmt Fees | $486,884 |
POLARIS CAPITAL MANAGEMENT LLC1+ years Service code 28 121 HIGH STREET · BOSTON, MA 02110 | Investment Management | $411,990 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $353,160 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $335,312 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $312,251 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: WILLIS TOWERS WATSON Service code 15 · EIN 53-0181291 | Recordkeeping | $261,733 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $247,839 |
LINDSELL TRAIN LIMITED1+ years Service code 28 · EIN 98-1104976 | Investment Management | $146,986 |
BATTELLE MEMORIAL INSTITUTE1+ years Service code 14 · EIN 31-4379427 | Plan Administrator | $114,288 |
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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 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 7.35% | 9.19%-1.8pp | 4.74%+2.6pp | 9.19%-1.8pp |
| Employer contribution / active EE | $9,684 | $12,608-23.2% | $46,220-79.0% | $12,608-23.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |