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 ASSOCIATES4+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,617,030 |
HARRIS4+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $2,508,156 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,504,766 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,576,646 |
MORANT WRIGHT4+ years Service code 28 | Investment Management | $1,532,886 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT TOTAL Service code 28 | Investment Management | $1,444,191 |
MARATHON ASSET MANAGEMENT4+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $1,167,620 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $801,994 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELEWARE, INC Service code 11 · EIN 53-0181291 | Actuarial | $580,490 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $492,498 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -0.59% | -0.93%+0.3pp | -102.04%+101.5pp | -1.95%+1.4pp |
| Employer contribution / active EE | $2,690 | $6,242-56.9% | $36,232-92.6% | $9,243-70.9% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |