Filed August 13, 2002 (most recent of 3 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
OFFIT CAPITAL ADVISORS LLC10+ years Service code 28 · EIN 26-0271563 | Investment Management | $185,754 |
MILLIMAN, INC.8 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $74,634 |
WILMINGTON TRUST8 years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $62,250 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS, LLC Service code 28 11101 SWITZER ROAD · OVERLAND, KS 66210 | Investment Management | $59,676 |
GOLDMAN SACHS5 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 · EIN 83-0473650 | Investment Management | $13,012 |
Service code 28 880 3RD AVENUE · NEW YORK, NY 10022 | Investment Management | $9,944 |
GOLDMAN SACHS1 year Filed as: CLIFFORD CAPITAL PARTNERS Service code 28 363 S. MAIN STREET · ALPINE, UT 84004 | Investment Management | $8,166 |
SPYGLASS CAPITAL MANAGEMENT6 years Service code 28 ONE LETTER DRIVE BUILDING C · SAN FRANCISCO, CA 94129 | Investment Management | $6,892 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $39,669-100.0% | $329,695-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.4%-43.4pp | 11.0%-11.0pp |
| Annual return | 5.08% | 8.11%-3.0pp | 9.82%-4.7pp | 8.21%-3.1pp |
| Employer contribution / active EE | $74,016 | $16,749+341.9% | $30,311+144.2% | $13,837+434.9% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,840-100.0% | $1,652-100.0% |