Filed September 22, 1992
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $81,358 |
JEFFREY SLOCUM & ASSOCIATES2+ years Service code 16 · EIN 41-1567437 | Consulting | $60,802 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $51,667 |
Filed as: RUTABAGA CAPITAL MANAGEMENT LLC Service code 28 64 BROAD STREET, 3RD FLOOR · BOSTON, MA 02109 | Investment Management | $44,257 |
MFS INVESTMENT MANAGEMENT2+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $43,222 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 16 227 W MONROE STREET 2020 · CHICAGO, IL 60606 | Consulting | $28,369 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.19% | 5.09%+1.1pp | 5.00%+1.2pp | 7.18%-1.0pp |
| Employer contribution / active EE | $20,960 | $7,393+183.5% | $35,918-41.6% | $13,095+60.1% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |