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 |
|---|---|---|
HARRIS6+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $2,531,612 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT TOTAL Service code 28 | Investment Management | $2,433,883 |
SIT INVESTMENT ASSOCIATES6+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,390,505 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,898,406 |
MORANT WRIGHT6+ years Service code 28 | Investment Management | $1,546,012 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,494,772 |
MARATHON ASSET MANAGEMENT6+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $1,121,747 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $838,356 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD Service code 28 · EIN 05-0530199 | Investment Management | $539,379 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $499,808 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.38% | 13.80%+2.6pp | 90.61%-74.2pp | 13.80%+2.6pp |
| Employer contribution / active EE | $8,682 | $10,386-16.4% | $32,730-73.5% | $10,386-16.4% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |