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 |
|---|---|---|
MARATHON ASSET MANAGEMENT6 years Filed as: MARATHON-LONDON Service code 28 | Investment Management | $2,060,847 |
DEPRINCE, RACE & ZOLLO8+ years Filed as: DEPRINCE RACE & ZOLLO INC. Service code 28 · EIN 59-3299598 | Investment Management | $1,649,409 |
Filed as: NEXT CENTURY GROWTH INV, LLC Service code 28 · EIN 41-1923871 | Investment Management | $1,619,466 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $1,429,845 |
AMERICAN FUNDS4 years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 28 · EIN 95-2553868 | Investment Management | $1,353,052 |
Filed as: TIMESSQUARE CAPITAL MGMT, LLC Service code 28 · EIN 20-1665304 | Investment Management | $1,101,851 |
SANDS CAPITAL MANAGEMENT, LLC8+ years Service code 28 · EIN 20-2830751 | Investment Management | $1,089,986 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $1,014,505 |
Filed as: BRANDYWINE GLOBAL INV MGMT Service code 28 · EIN 52-1200960 | Investment Management | $957,054 |
Filed as: WESTERN ASSET MGMT COMPANY Service code 28 · EIN 95-2705767 | Investment Management | $862,018 |
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 | $1,469,698-100.0% | $267,477-100.0% | $1,469,698-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -10.78% | 7.68%-18.5pp | -38.86%+28.1pp | 7.68%-18.5pp |
| Employer contribution / active EE | $0 | $9,142-100.0% | $37,756-100.0% | $9,142-100.0% |
| Participant deferral / active EE | $0 | $462-100.0% | $16-100.0% | $462-100.0% |
| Admin fee / account holder | $0 | $19,323-100.0% | $16,942-100.0% | $19,323-100.0% |