Filed October 9, 2009 (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 |
|---|---|---|
PRIMECAP ODYSSEY FUNDS7+ years Filed as: PRIMECAP MANAGEMENT COMPANY Service code 28 · EIN 95-3868081 | Investment Management | $1,757,002 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $1,494,036 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $1,368,258 |
INVESCO2 years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $1,188,057 |
SEI INVESTMENTS7+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 · EIN 13-2944656 | Investment Management | $1,057,769 |
Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $1,032,798 |
SEI INVESTMENTS4 years Filed as: COOKE & BIELER INC. Service code 27 · EIN 23-1392932 | Advisory (Plan) | $978,070 |
DIAMOND HILL2 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $741,255 |
AMERICAN FUNDS7+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $700,466 |
Service code 28 · EIN 95-2705767 | Investment Management | $604,728 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 11.80% | 15.63%-3.8pp | 4.92%+6.9pp | 15.63%-3.8pp |
| Employer contribution / active EE | $0 | $11,476-100.0% | $39,114-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |