Filed January 7, 2003
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 |
|---|---|---|
THE LONDON COMPANY3+ years Service code 27 · EIN 90-0824693 | Advisory (Plan) | $243,543 |
TIMES SQUARE CAPITAL MANAGEMENT3+ years Filed as: TIMESSQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $236,653 |
HS MANAGEMENT PARTNERS, LLC3+ years Service code 28 · EIN 26-0335469 | Investment Management | $198,778 |
NORTHERN TRUST COMPANY3+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $147,252 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $125,888 |
GOLDMAN SACHS1 year Filed as: DMS CAPITAL PARTNERS, LLC Service code 28 · EIN 31-1770164 | Investment Management | $78,503 |
BRANDES INVESTMENT PARTNERS3+ years Filed as: BRANDES INVESTMENT PARTNERS INC Service code 28 · EIN 33-0090873 | Investment Management | $64,502 |
Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $41,250 |
JACKSON SQUARE PARTNERS3+ years Filed as: JACKSON SQUARE PARTNERS LLC Service code 27 · EIN 80-0945254 | Advisory (Plan) | $22,942 |
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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 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 21.44% | 14.80%+6.6pp | 10.16%+11.3pp | 16.32%+5.1pp |
| Employer contribution / active EE | $0 | $5,344-100.0% | $33,192-100.0% | $12,766-100.0% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |