Filed July 23, 2015 (most recent of 2 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 |
|---|---|---|
UT-BATTELLE LLC2+ years Service code 14 · EIN 62-1788235 | Plan Administrator | $5,451,221 |
MARATHON ASSET MANAGEMENT2+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $997,663 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT CO. LLP Service code 28 · EIN 04-2683227 | Investment Management | $803,897 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT INC. Service code 28 · EIN 62-0951781 | Investment Management | $802,873 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $751,018 |
Filed as: NEXT CENTURY GROWTH INVESTORS,LLC Service code 28 · EIN 41-1923871 | Investment Management | $727,306 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 19 · EIN 13-5581829 | Securities Custodian | $672,024 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTONLANE ADVISOR, LLC Service code 28 · EIN 23-2962336 | Investment Management | $528,101 |
Service code 28 · EIN 13-3200244 | Investment Management | $499,722 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $420,769 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 1.47% | 6.04%-4.6pp | 5.44%-4.0pp | 9.19%-7.7pp |
| Employer contribution / active EE | $2,218 | $12,925-82.8% | $25,481-91.3% | $12,608-82.4% |
| Participant deferral / active EE | $2,281 | $746+205.9% | $65+3415.4% | $1,615+41.3% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |