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 |
|---|---|---|
LOGAN CIRCLE PARTNERS, LP4 years Service code 28 · EIN 20-8262386 | Investment Management | $154,576 |
EARNEST PARTNERS, LLC4 years Service code 28 1180 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Management | $95,114 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 27 · EIN 36-7045783 | Advisory (Plan) | $13,462 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $25 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $186,774-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 55.8%-55.8pp | 2.2%-2.2pp |
| Annual return | 11.37% | 9.11%+2.3pp | 7.78%+3.6pp | 9.11%+2.3pp |
| Employer contribution / active EE | $0 | $12,231-100.0% | $32,517-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $504-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $3,044-100.0% | $125-100.0% |