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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
VAN BIEMA VALUE PARTNERS LLC6+ years Service code 27 · EIN 20-1272199 | Advisory (Plan) | $1,619,596 |
AON CONSULTING2 years Filed as: AON SERVICE CORPORATION Service code 64 · EIN 35-3051915 | Recordkeeping Fees | $517,884 |
ROYCE6+ years Filed as: ROYCE & ASSOCIATES Service code 28 · EIN 52-2343049 | Investment Management | $407,297 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $382,059 |
CARDINAL CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 06-1422705 | Investment Management | $277,319 |
DALTON INVESTMENTS LLC6+ years Filed as: DALTON INVESTMENT LLC Service code 28 · EIN 95-4736598 | Investment Management | $161,518 |
Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $140,528 |
AMERICAN FUNDS6+ years Filed as: SPEECE THORSON CAPITAL GROUP Service code 28 · EIN 41-1701874 | Investment Management | $125,247 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $22,325 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 2.73% | 13.15%-10.4pp | -2.84%+5.6pp | 11.45%-8.7pp |
| Employer contribution / active EE | $40,750 | $23,714+71.8% | $33,329+22.3% | $17,219+136.7% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |