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.
| 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 |
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% |