Filed October 31, 1995 (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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $627,349 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $538,367 |
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $537,397 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MGMT DYNAMIC GROWTH Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $511,954 |
Filed as: PUTNAM TOTAL RETURN Service code 51 · EIN 04-2777224 | Investment Mgmt Fees | $470,174 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN Service code 28 · EIN 56-2475915 | Investment Management | $366,131 |
VAUGHAN NELSON INVESTMENT MGMT4+ years Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $294,880 |
SPRUCEGROVE INVESTMENT MGMT4+ years Filed as: SPRUCEGROVE Service code 51 · EIN 98-0399967 | Investment Mgmt Fees | $289,110 |
SCHRODER INVESTMENT MANAGEMENT4+ years Filed as: SCHRODERS Service code 52 · EIN 13-4064414 | Indirect Investment Fees | $222,370 |
NEPC, LLC4+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.97% | -0.94%-6.0pp | -2.18%-4.8pp | 33.37%-40.3pp |
| Employer contribution / active EE | $14,366 | $12,464+15.3% | $38,751-62.9% | $11,253+27.7% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |