Filed February 27, 2003
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 |
|---|---|---|
SOUND SHORE1+ years Filed as: SOUND SHORE MANAGEMENT Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $679,869 |
WASATCH ADVISORS1+ years Filed as: WASATCH ADVISORS INC. Service code 51 · EIN 87-0319391 | Investment Mgmt Fees | $611,413 |
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGER Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $439,968 |
Filed as: SILCHESTER INTERNATIONAL Service code 51 · EIN 36-7045783 | Investment Mgmt Fees | $371,248 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 51 · EIN 04-2456637 | Investment Mgmt Fees | $361,822 |
CITIBANK1+ years Service code 51 · EIN 13-5266470 | Investment Mgmt Fees | $202,845 |
LOGAN CIRCLE PARTNERS, LP1+ years Filed as: LOGAN CIRCLE PARTNERS Service code 51 · EIN 20-8262386 | Investment Mgmt Fees | $197,187 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 52-1868818 | Actuarial | $167,829 |
US BANK1+ years Filed as: US BANK NA Service code 21 · EIN 31-0841368 | Bank Trustee | $163,421 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION RESOURCE GROUP Service code 17 · EIN 58-2194059 | Pension Consulting | $115,822 |
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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 | $381,942,733-100.0% | $111,575-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 0.0%0pp |
| Annual return | 6.46% | 13.53%-7.1pp | 18.87%-12.4pp | 9.19%-2.7pp |
| Employer contribution / active EE | $3,835 | $18,999-79.8% | $19,828-80.7% | $12,608-69.6% |
| Participant deferral / active EE | $0 | $0 | $68-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $262-100.0% | $2,655,710-100.0% |