Filed April 30, 2013 (most recent of 4 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.
| Provider | Service type | Compensation |
|---|---|---|
SIT INVESTMENT ASSOCIATES2+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,407,037 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,018,669 |
HARRIS2+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $1,862,589 |
WALTER SCOTT & PARTNERS LIMITED2+ years Filed as: WALTER SCOTT TOTAL Service code 28 | Investment Management | $1,701,044 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,136,462 |
MORANT WRIGHT2+ years Service code 28 | Investment Management | $1,049,016 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $967,366 |
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE BANK TRUST Service code 28 · EIN 13-4941247 | Investment Management | $863,023 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $736,315 |
CASTLE CREEK TARP ADVISORS LLC2+ years Service code 28 · EIN 45-5290151 | Investment Management | $619,224 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 3.51% | 5.72%-2.2pp | 5.00%-1.5pp | 10.64%-7.1pp |
| Employer contribution / active EE | $8,729 | $7,055+23.7% | $35,918-75.7% | $11,561-24.5% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |