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.
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| Provider | Service type | Compensation |
|---|---|---|
HUBER CAPITAL MANAGEMENT3+ years Service code 28 · EIN 20-8441410 | Investment Management | $1,549,717 |
AMERICAN FUNDS3+ years Filed as: CAPITAL GUARDIAN TRUST CO. Service code 28 · EIN 95-2553868 | Investment Management | $1,362,914 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,210,214 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,192,826 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,154,456 |
Filed as: MARATHON-LONDON Service code 28 · EIN 44-6201673 | Investment Management | $956,881 |
Service code 28 · EIN 41-1923871 | Investment Management | $875,084 |
TREMBLANT CAPITAL LP1 year Service code 28 · EIN 83-0349287 | Investment Management | $744,916 |
Service code 28 · EIN 52-1200960 | Investment Management | $686,602 |
TEAMCO1 year Filed as: TEAMCO ADVISERS LLC Service code 28 · EIN 56-2291206 | Investment Management | $589,971 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $198,173-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 5.3%-5.3pp |
| Annual return | 21.67% | 14.29%+7.4pp | 10.16%+11.5pp | 1057.21%-1035.5pp |
| Employer contribution / active EE | $4,515 | $6,552-31.1% | $33,192-86.4% | $14,374-68.6% |
| Participant deferral / active EE | $0 | $216-100.0% | $66-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $7,531-100.0% | $81,210-100.0% |