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 SACHS3 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $438,161 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $387,760 |
MERCER7+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $350,356 |
REGIONS BANK7+ years Filed as: REGIONS MORGAN KEEGAN Service code 28 · EIN 63-0371391 | Investment Management | $119,527 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $111,530 |
COMERICA BANK7+ years Service code 18 · EIN 42-1741646 | Trustee (bank, trust company, or simi... | $97,225 |
AON CONSULTING1 year Filed as: AON Service code 17 · EIN 22-2232264 | Pension Consulting | $90,000 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $13,100 |
PNC BANK, N.A.2 years Filed as: PNC INSTITUTIONAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $12,871 |
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 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 3.95% | 15.63%-11.7pp | 8.29%-4.3pp | 15.63%-11.7pp |
| Employer contribution / active EE | $13,428 | $11,476+17.0% | $40,774-67.1% | $11,476+17.0% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |