Filed November 26, 2001
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 |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC2+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $962,334 |
AON CONSULTING1 year Filed as: AON HEWITT ASSOCIATES Service code 64 · EIN 36-2235791 | Recordkeeping Fees | $644,487 |
DALTON INVESTMENTS LLC2+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $514,931 |
ROYCE2+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $504,244 |
CARDINAL CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 06-1422705 | Investment Management | $428,320 |
RUANE, CUNNIFF & GOLDFARB INC.2+ years Filed as: RUANE, CUNNIFF & GOLDFARB INC Service code 28 · EIN 13-2628641 | Investment Management | $298,409 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $289,108 |
WITHUMSMITH+BROWN, PC2+ years Filed as: TWEEDY BROWNE COMPANY LLC Service code 28 · EIN 13-3381587 | Investment Management | $140,061 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $112,479 |
AMERICAN FUNDS2+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $90,351 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.79% | 17.94%-10.1pp | 5.44%+2.4pp | 7.18%+0.6pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |