Filed September 29, 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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMT INSTIT OP CO INC Service code 15 · EIN 04-2647786 | Recordkeeping | $93,680 |
PRICEWATERHOUSECOOPERS LLP2+ years Service code 10 · EIN 13-4008324 | Accounting | $64,000 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 27 · EIN 04-3200030 | Advisory (Plan) | $54,953 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO LLC Service code 28 · EIN 33-0629048 | Investment Management | $34,747 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $21,110 |
Service code 29 · EIN 58-0619407 | Legal | $21,024 |
ACADIAN ASSET MANAGEMENT LLC2+ years Service code 28 · EIN 04-2929221 | Investment Management | $20,767 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK NA Service code 19 · EIN 13-4994650 | Securities Custodian | $19,834 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMT ADV LLC Service code 27 · EIN 02-0654486 | Advisory (Plan) | $18,512 |
VONTOBEL USA INC1 year Filed as: VONTOBEL ASSET MGMT INC Service code 28 · EIN 13-3223264 | Investment Management | $17,697 |
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.
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 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 | $35,636-100.0% | $111,575-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.4%-8.4pp | 1.8%-1.8pp |
| Annual return | 8.53% | 5.03%+3.5pp | 18.87%-10.3pp | 7.18%+1.4pp |
| Employer contribution / active EE | $0 | $10,273-100.0% | $19,828-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $49-100.0% | $68-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $262-100.0% | $362-100.0% |