Filed December 16, 1994
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 |
|---|---|---|
WALTER SCOTT & PARTNERS LIMITED1+ years Service code 28 · EIN 98-0465834 | Investment Management | $2,188,134 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT Service code 28 · EIN 62-0951781 | Investment Management | $2,028,229 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 · EIN 04-0320030 | Investment Management | $1,670,488 |
DOUBLELINE CAPITAL LP1+ years Service code 28 · EIN 30-0596331 | Investment Management | $1,466,786 |
TEMPLETON & COMPANY LLP1+ years Filed as: TEMPLETON/SIERRA INVESTMENT PARTNER Service code 51 · EIN 94-3385113 | Investment Mgmt Fees | $1,429,087 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 27 · EIN 36-3109421 | Advisory (Plan) | $1,134,959 |
CAREFIRST BLUE CROSS BLUE SHIELD1+ years Service code 23 · EIN 53-0078070 | Insurance services | $1,068,218 |
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 13-3959209 | Investment Management | $1,014,294 |
MERGANSER CAPITAL MANAGEMENT1+ years Service code 28 · EIN 46-3651540 | Investment Management | $849,875 |
ACADIAN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 04-2929221 | Investment Management | $830,095 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $374,107-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 4.2%-4.2pp |
| Annual return | -2.03% | 7.64%-9.7pp | 4.74%-6.8pp | 10.64%-12.7pp |
| Employer contribution / active EE | $8,474 | $7,500+13.0% | $36,089-76.5% | $11,561-26.7% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $10,677-100.0% | $312-100.0% |