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 ASSOCIATES5+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,499,594 |
HARRIS5+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $2,471,123 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT TOTAL Service code 28 | Investment Management | $2,103,322 |
NORTHERN TRUST COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $1,945,576 |
MORANT WRIGHT5+ years Service code 28 | Investment Management | $1,546,828 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,506,873 |
MARATHON ASSET MANAGEMENT5+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $1,100,424 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $773,206 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $516,232 |
Service code 11 · EIN 53-0181291 | Actuarial | $477,354 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 14.69% | 15.39%-0.7pp | 20.73%-6.0pp | 24.48%-9.8pp |
| Employer contribution / active EE | $8,693 | $7,237+20.1% | $36,503-76.2% | $9,418-7.7% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |