Filed December 18, 1992 (most recent of 2 filings on file)
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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT Service code 28 · EIN 13-3575636 | Investment Management | $447,423 |
Filed as: GUGGENHEIM TRUST CO LLC Service code 28 · EIN 03-6082152 | Investment Management | $247,079 |
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $232,120 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $189,876 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $184,849 |
COMERICA BANK1+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; T... | $110,933 |
REGIONS BANK1+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $79,433 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $35,000 |
LEWIS RICE LLC1+ years Filed as: LEWIS RICE FINGERSH LC Service code 29 · EIN 48-1072151 | Legal | $18,742 |
RUBINBROWN LLP1+ years Service code 10 · EIN 43-0765316 | Accounting | $10,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $313,292-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -2.67% | 3.11%-5.8pp | -2.79%+0.1pp | 3.11%-5.8pp |
| Employer contribution / active EE | $12,517 | $9,361+33.7% | $39,327-68.2% | $9,361+33.7% |
| Participant deferral / active EE | $0 | $375-100.0% | $351-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $15,115-100.0% | - |