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 |
|---|---|---|
SIT INVESTMENT ASSOCIATES9+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $3,627,590 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $2,158,727 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,988,850 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,944,908 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $1,887,843 |
MORANT WRIGHT9+ years Service code 28 | Investment Management | $1,335,883 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON - LONDON Service code 28 · EIN 44-6201673 | Investment Management | $1,284,693 |
HARRIS9+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $1,192,346 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 | Investment Management | $590,808 |
Filed as: TCW Service code 28 · EIN 95-4597302 | Investment Management | $542,937 |
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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 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 8.48% | 13.18%-4.7pp | 32.33%-23.8pp | 13.18%-4.7pp |
| Employer contribution / active EE | $3,845 | $8,469-54.6% | $33,956-88.7% | $8,469-54.6% |
| Participant deferral / active EE | $0 | $322-100.0% | $43-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |