Filed December 8, 1994
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.
| Provider | Service type | Compensation |
|---|---|---|
CONRAD SIEGEL1+ years Service code 11 · EIN 23-1669823 | Actuarial | $12,213 |
WILMINGTON TRUST1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $10,890 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AQR CAPITAL MANAGEMENT LLC1+ years Service code 28 TWO GREENWICH PLAZA 3RD FLOOR · GREENWICH, CT 06830 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK FUND ADVISORS Service code 28 400 HOWARD STREET · SAN FRANCISCO, CA 94105 | Investment Management | $0 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALT INVEST ADV LLC Service code 28 345 PARK AVENUE 28TH FLOOR · NEW YORK, NY 10154 | Investment Management | $0 |
CAMBIAR INVESTORS LLC1+ years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $0 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Filed as: CAUSEWAY CAPITAL LLC Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19465 | Investment Management | $0 |
CAUSEWAY CAPITAL MANAGEMENT LLC1+ years Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE INVESTMENTS LLC Service code 28 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | -5.54% | 12.80%-18.3pp | 29.77%-35.3pp | 13.59%-19.1pp |
| Employer contribution / active EE | $1,514 | $11,862-87.2% | $33,607-95.5% | $14,592-89.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |