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 ASSOCIATES8+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $4,419,451 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $2,490,032 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $2,358,211 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,767,901 |
MORANT WRIGHT8+ years Service code 28 | Investment Management | $1,330,955 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON - LONDON Service code 28 · EIN 44-6201673 | Investment Management | $1,264,150 |
HARRIS8+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $1,255,449 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE STABLE ASSET MGMT Service code 28 · EIN 52-0556948 | Investment Management | $953,146 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $849,625 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $840,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -10.65% | 7.68%-18.3pp | -38.86%+28.2pp | 7.68%-18.3pp |
| Employer contribution / active EE | $3,809 | $9,142-58.3% | $37,756-89.9% | $9,142-58.3% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |