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 |
|---|---|---|
TIMES SQUARE CAPITAL MANAGEMENT6+ years Filed as: TIMESSQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $308,648 |
THE LONDON COMPANY6+ years Service code 27 · EIN 54-1703318 | Advisory (Plan) | $262,909 |
NORTHERN TRUST COMPANY6+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $209,889 |
HS MANAGEMENT PARTNERS, LLC6+ years Service code 28 · EIN 26-0335469 | Investment Management | $111,052 |
GOLDMAN SACHS4 years Filed as: DMS CAPITAL PARTNERS, LLC Service code 28 · EIN 31-1770164 | Investment Management | $110,400 |
ARISTOTLE CAPITAL MANAGEMENT3 years Service code 28 · EIN 95-4833644 | Investment Management | $78,279 |
DIAMOND HILL6+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $73,574 |
Filed as: BRANDYWINE Service code 21 · EIN 56-6669869 | Bank Trustee | $50,575 |
BRANDES INVESTMENT PARTNERS6+ years Filed as: BRANDES INVESTMENT PARTNERS INC Service code 28 · EIN 33-0090873 | Investment Management | $17,595 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.52% | 12.77%-0.2pp | 90.61%-78.1pp | 12.86%-0.3pp |
| Employer contribution / active EE | $7,486 | $8,963-16.5% | $32,730-77.1% | $13,687-45.3% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |