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 MANAGEMENT4+ years Service code 28 · EIN 20-8441410 | Investment Management | $1,650,187 |
SANDS CAPITAL MANAGEMENT, LLC4+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,286,309 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,277,595 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,263,970 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON-LONDON Service code 28 · EIN 61-6506892 | Investment Management | $1,245,698 |
AMERICAN FUNDS4+ years Filed as: CAPITAL GUARDIAN TRUST CO. Service code 28 · EIN 95-2553868 | Investment Management | $1,207,312 |
NORTHERN CROSS, LLC2 years Service code 28 · EIN 20-0180752 | Investment Management | $1,161,124 |
DEPRINCE, RACE & ZOLLO4+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,109,385 |
Service code 28 · EIN 41-1923871 | Investment Management | $1,105,023 |
Service code 28 · EIN 95-2705767 | Investment Management | $960,963 |
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 | $7,764,297-100.0% | $436,953-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -6.71% | -0.93%-5.8pp | -102.04%+95.3pp | -1.95%-4.8pp |
| Employer contribution / active EE | $7,036 | $6,242+12.7% | $36,232-80.6% | $9,243-23.9% |
| Participant deferral / active EE | $0 | $325-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $12,721-100.0% | $62,356-100.0% |