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 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERGMAN Service code 28 · EIN 02-0654486 | Investment Management | $183,030 |
Service code 28 3 ENTERPRISE DRIVE SUITE 410 · SHELTON, CT 06484 | Investment Management | $140,728 |
LT TRUST COMPANY2+ years Filed as: MG TRUST COMPANY Service code 21 717 17TH STREET · DENVER, CO 80202 | Bank Trustee | $80,467 |
THE ANGELL PENSION GROUP, INC.2+ years Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $71,732 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $36,982 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 28 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $16,898 |
BAKER TILLY US, LLP2+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 29 205 NORTH MICHIGAN AVENUE · CHICAGO, IL 606015927 | Legal | $13,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 2.68% | 12.96%-10.3pp | 20.73%-18.0pp | 16.32%-13.6pp |
| Employer contribution / active EE | $36,581 | $12,913+183.3% | $36,503+0.2% | $17,007+115.1% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |