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, LLC4+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,462,053 |
SOUND SHORE3 years Filed as: SOUND SHORE MANAGEMENT INC. Service code 28 · EIN 13-2509799 | Investment Management | $1,023,168 |
SNYDER CAPITAL MANAGEMENT4+ years Filed as: SNYDER CAPITAL MANAGEMENT, L.P. Service code 28 · EIN 04-3370184 | Investment Management | $940,935 |
ALIGHT SOLUTIONS LLC2 years Service code 50 · EIN 82-1061233 | Direct Payment | $884,649 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 61-1553760 | Investment Management | $738,297 |
Service code 28 · EIN 36-7045783 | Investment Management | $699,578 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 50 · EIN 22-2232264 | Direct Payment | $297,679 |
CALLAN ASSOCIATES2 years Filed as: CALLAN LLC Service code 27 · EIN 94-2192581 | Advisory (Plan) | $204,967 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $112,779 |
STEPTOE & JOHNSON LLP4+ years Service code 29 · EIN 52-1349790 | Legal | $77,322 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.77% | -1.92%-2.8pp | -2.18%-2.6pp | 73.13%-77.9pp |
| Employer contribution / active EE | $80 | $10,821-99.3% | $38,751-99.8% | $8,421-99.0% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |