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 |
|---|---|---|
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON-LONDON Service code 28 · EIN 61-6506892 | Investment Management | $1,612,337 |
HUBER CAPITAL MANAGEMENT1 year Filed as: HUBER CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-8441410 | Investment Management | $1,453,507 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,262,815 |
Service code 28 · EIN 41-1923871 | Investment Management | $1,246,788 |
DEPRINCE, RACE & ZOLLO5+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,229,820 |
SANDS CAPITAL MANAGEMENT, LLC5+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,224,078 |
AMERICAN FUNDS1 year Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $1,111,889 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,020,078 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 52-1200960 | Investment Management | $742,168 |
TREMBLANT CAPITAL LP3 years Service code 28 · EIN 83-0349287 | Investment Management | $645,257 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.91% | 15.39%+3.5pp | 20.73%-1.8pp | 24.48%-5.6pp |
| Employer contribution / active EE | $7,822 | $7,237+8.1% | $36,503-78.6% | $9,418-16.9% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |