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 |
|---|---|---|
Filed as: MARATHON LONDON Service code 28 | Investment Management | $2,523,759 |
AMERICAN FUNDS3 years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $2,130,504 |
Service code 28 · EIN 41-1923871 | Investment Management | $2,129,531 |
DEPRINCE, RACE & ZOLLO7+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,753,827 |
Service code 28 · EIN 95-2705767 | Investment Management | $1,628,073 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,568,670 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,542,179 |
Filed as: TIMESSQUARE CAPITAL MANAGEMENT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,263,964 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MANAGE Service code 28 · EIN 52-1200960 | Investment Management | $1,148,796 |
DODGE & COX7+ years Service code 28 · EIN 94-1441976 | Investment Management | $825,829 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 12.09% | 13.51%-1.4pp | 10.75%+1.3pp | 13.51%-1.4pp |
| Employer contribution / active EE | $0 | $8,170-100.0% | $35,170-100.0% | $8,170-100.0% |
| Participant deferral / active EE | $0 | $488-100.0% | $82-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |