Filed December 28, 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.
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| Provider | Service type | Compensation |
|---|---|---|
HARPER DANESH LLC1 year Service code 11 · EIN 27-3395775 | Actuarial | $85,000 |
Filed as: MARATHON LONDON INT'L INVESTMENT TR Service code 52 · EIN 04-3237387 | Indirect Investment Fees | $54,998 |
COLONIAL FIRST STATE ASSET MGMT4+ years Filed as: COLONIAL CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $39,505 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 81-2983623 | Actuarial | $37,128 |
BUCK GLOBAL, LLC2 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $36,056 |
BDO USA, LLP3 years Filed as: BDO USA LLP Service code 10 · EIN 13-5381590 | Accounting | $26,040 |
COVE STREET CAPITAL2 years Service code 52 · EIN 27-5376591 | Indirect Investment Fees | $22,827 |
WILMINGTON TRUST4+ years Filed as: MANUFACTURERS AND TRADERS TRUST CO. Service code 25 · EIN 16-0538020 | Directed Trustee | $22,744 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 52 · EIN 22-3361201 | Indirect Investment Fees | $22,618 |
AB FUNDS2 years Filed as: COLCHESTER GLOBAL BOND FUND Service code 52 · EIN 13-4099334 | Indirect Investment Fees | $15,358 |
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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 | $37,197-100.0% | $215,441-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 50.7%-50.7pp | 4.7%-4.7pp |
| Annual return | -8.83% | -0.69%-8.1pp | 1.09%-9.9pp | -0.69%-8.1pp |
| Employer contribution / active EE | $26,563 | $16,786+58.2% | $57,621-53.9% | $16,786+58.2% |
| Participant deferral / active EE | $0 | $525-100.0% | $181-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,762-100.0% | $124-100.0% |