Filed April 10, 2003 (most recent of 2 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 |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $159,462 |
LOGAN CIRCLE PARTNERS, LP3 years Service code 28 · EIN 20-8262386 | Investment Management | $124,707 |
EARNEST PARTNERS, LLC3 years Service code 28 1180 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $109,414 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST SECURITIES, INC. Service code 33 50 S LASALLE ST · CHICAGO, IL 60603 | Direct payment from the plan; Securit... | $5,385 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $14 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,546-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | -20.14% | -14.80%-5.3pp | -11.22%-8.9pp | -14.80%-5.3pp |
| Employer contribution / active EE | $735 | $8,996-91.8% | $32,882-97.8% | $8,996-91.8% |
| Participant deferral / active EE | $0 | $455-100.0% | $579-100.0% | $455-100.0% |
| Admin fee / account holder | $0 | $0 | $1,473-100.0% | - |