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.
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| Provider | Service type | Compensation |
|---|---|---|
SIT INVESTMENT ASSOCIATES3+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,624,320 |
HARRIS3+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $2,295,629 |
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,953,980 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT TOTAL Service code 28 | Investment Management | $1,576,218 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,372,496 |
MORANT WRIGHT3+ years Service code 28 | Investment Management | $1,267,217 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $1,043,924 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $792,761 |
Filed as: GRANTHAN, MAYO, VAN OTTERLOO & CO. Service code 28 · EIN 04-2691242 | Investment Management | $692,301 |
CASTLE CREEK TARP ADVISORS LLC3+ years Service code 28 · EIN 45-5290151 | Investment Management | $679,535 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 12.56% | 14.29%-1.7pp | 10.16%+2.4pp | 1057.21%-1044.7pp |
| Employer contribution / active EE | $10,720 | $6,552+63.6% | $33,192-67.7% | $14,374-25.4% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |