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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $420,395 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $366,754 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $227,811 |
MERCER5+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $226,668 |
COMERICA BANK5+ years Service code 18 · EIN 42-1741646 | Investment management; Trustee (bank,... | $93,753 |
REGIONS BANK5+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $93,454 |
Filed as: GUGGENHEIM TRUST CO LLC Service code 28 · EIN 03-6082151 | Investment Management | $80,218 |
GWL&A1 year Filed as: GWL REAL ESTATE PLUS TRUST Service code 28 · EIN 03-6082152 | Investment Management | $45,847 |
PNC BANK, N.A.5+ years Filed as: PNC INSTITUTIONAL INVESTORS Service code 28 · EIN 22-1146430 | Investment Management | $45,801 |
RUBINBROWN LLP5+ years Service code 10 · EIN 43-0765316 | Accounting | $16,800 |
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 | $341,093,897-100.0% | $286,273-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.6%-30.6pp | 0.0%0pp |
| Annual return | 18.78% | 15.89%+2.9pp | 10.78%+8.0pp | 21.83%-3.1pp |
| Employer contribution / active EE | $8,290 | $10,104-17.9% | $41,857-80.2% | $12,237-32.3% |
| Participant deferral / active EE | $0 | $0 | $59-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $83,605-100.0% | $1,551,325-100.0% |