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 |
|---|---|---|
HARRIS7+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $3,236,313 |
SIT INVESTMENT ASSOCIATES7+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $2,703,074 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT TOTAL Service code 28 · EIN 98-0465834 | Investment Management | $2,616,868 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $2,142,770 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,850,910 |
MORANT WRIGHT7+ years Service code 28 | Investment Management | $1,667,864 |
Filed as: MARATHON - LONDON Service code 28 · EIN 44-6201673 | Investment Management | $1,366,925 |
T ROWE PRICE RPS INC1 year Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $940,909 |
LAZARD ASSET MANAGEMENT1 year Service code 28 · EIN 05-0530199 | Investment Management | $760,652 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $638,973 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 15.76% | 13.51%+2.2pp | 10.75%+5.0pp | 13.51%+2.2pp |
| Employer contribution / active EE | $4,590 | $8,170-43.8% | $35,170-86.9% | $8,170-43.8% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |