Filed November 26, 1997 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT2+ years Service code 28 · EIN 20-8441410 | Investment Management | $1,646,080 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,230,134 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,091,637 |
DEPRINCE, RACE & ZOLLO2+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,085,735 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST CO. Service code 28 · EIN 95-2553868 | Investment Management | $960,544 |
Service code 28 · EIN 41-1923871 | Investment Management | $774,782 |
AMERICAN FUNDS2+ years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $734,915 |
Service code 28 · EIN 52-1200960 | Investment Management | $663,953 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $486,699 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $457,464 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $40,289-100.0% | $219,466-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 4.2%-4.2pp |
| Annual return | 2.83% | 5.72%-2.9pp | 5.00%-2.2pp | 10.64%-7.8pp |
| Employer contribution / active EE | $8,642 | $7,055+22.5% | $35,918-75.9% | $11,561-25.2% |
| Participant deferral / active EE | $0 | $269-100.0% | $75-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $13,204-100.0% | $312-100.0% |