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.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGMENT Service code 28 · EIN 13-3575636 | Investment Management | $460,166 |
Filed as: TOWERS WATSON, DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $304,496 |
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $232,904 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $191,041 |
COMERICA BANK2+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Float rev... | $123,393 |
Filed as: GUGGENHEIM TRUST CO LLC Service code 28 · EIN 03-6082152 | Investment Management | $121,073 |
REGIONS BANK2+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $80,465 |
RUBINBROWN LLP2+ years Service code 10 · EIN 43-0765316 | Accounting | $20,100 |
LEWIS RICE LLC2+ years Filed as: LEWIS RICE FINGERSH LC Service code 29 · EIN 48-1072151 | Legal | $12,105 |
PNC BANK, N.A.2+ years Filed as: PNC INSTITUTIONAL INVESTORS Service code 28 · EIN 22-1146430 | Investment Management | $8,242 |
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 | $57,821-100.0% | $322,681-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 27.6%-27.6pp | 5.5%-5.5pp |
| Annual return | 5.92% | 5.86%+0.1pp | 4.07%+1.9pp | 5.86%+0.1pp |
| Employer contribution / active EE | $9,243 | $10,137-8.8% | $36,235-74.5% | $10,137-8.8% |
| Participant deferral / active EE | $0 | $492-100.0% | $215-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $7,128-100.0% | $387-100.0% |