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 COMPANY7+ years Service code 27 · EIN 54-1703318 | Advisory (Plan) | $313,199 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMESSQUARE CAPITAL MGMT Service code 28 · EIN 20-1665304 | Investment Management | $226,117 |
NORTHERN TRUST COMPANY7+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $208,398 |
HS MANAGEMENT PARTNERS, LLC7+ years Service code 28 · EIN 26-0335469 | Investment Management | $172,071 |
GOLDMAN SACHS1 year Filed as: DSM CAPITAL PARTNERS, LLC Service code 28 · EIN 31-1770164 | Investment Management | $118,919 |
ARISTOTLE CAPITAL MANAGEMENT4 years Service code 28 · EIN 95-4833644 | Investment Management | $95,052 |
DIAMOND HILL7+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $94,600 |
Filed as: BRANDYWINE Service code 21 · EIN 56-6669869 | Bank Trustee | $81,019 |
Filed as: TIMESSQUARE CAPITAL MGMT LLC Service code 28 · EIN 06-0861092 | Investment Management | $76,386 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 14.07% | 35.98%-21.9pp | 10.75%+3.3pp | 15.63%-1.6pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |