Filed February 4, 2005 (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 |
|---|---|---|
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,122,038 |
SOUND SHORE2 years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $945,766 |
ALIGHT SOLUTIONS LLC1 year Service code 50 · EIN 82-1061233 | Direct Payment | $897,323 |
SNYDER CAPITAL MANAGEMENT3+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $800,752 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $782,807 |
Service code 28 · EIN 36-7045783 | Investment Management | $671,069 |
HEWITT ASSOCIATES LLC3+ years Service code 50 · EIN 36-2235791 | Direct Payment | $426,271 |
CALLAN ASSOCIATES1 year Filed as: CALLAN LLC Service code 29 · EIN 94-2192581 | Legal | $230,804 |
STEPTOE & JOHNSON LLP3+ years Service code 29 · EIN 52-1349790 | Legal | $137,329 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $130,006 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 17.17% | 20.78%-3.6pp | 10.36%+6.8pp | 16.32%+0.8pp |
| Employer contribution / active EE | $19,215 | $15,647+22.8% | $37,738-49.1% | $12,766+50.5% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |