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 ASSOCIATES10+ years Filed as: SIT INVESTMENT ASSOC. Service code 28 · EIN 41-1404829 | Investment Management | $5,105,484 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $2,922,481 |
Filed as: WALTER SCOTT Service code 28 · EIN 98-0465834 | Investment Management | $2,423,161 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $2,192,654 |
MORANT WRIGHT10+ years Service code 28 | Investment Management | $1,583,021 |
MARATHON ASSET MANAGEMENT4 years Filed as: MARATHON - LONDON Service code 28 · EIN 44-6201673 | Investment Management | $986,445 |
CAPE INVESTMENT ADVISORY INC4 years Filed as: CAPE ANN ASSET MANAGEMENT Service code 28 · EIN 47-4778650 | Investment Management | $849,089 |
HARRIS10+ years Filed as: HARRIS ASSOCIATES LP Service code 28 · EIN 04-3276558 | Investment Management | $715,641 |
LAZARD ASSET MANAGEMENT4 years Service code 28 · EIN 05-0530199 | Investment Management | $669,731 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $598,685 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 8.36% | 8.85%-0.5pp | 9.82%-1.5pp | 8.85%-0.5pp |
| Employer contribution / active EE | $3,595 | $8,529-57.9% | $30,322-88.1% | $8,529-57.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |