Filed December 29, 1992
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 |
|---|---|---|
BLACKROCK5 years Service code 21 · EIN 94-3112180 | Bank Trustee | $1,061,102 |
FINANCIAL ENGINES4 years Filed as: EDELMAN FINANCIAL ENGINES, LLC Service code 28 · EIN 94-3250323 | Investment Management | $968,582 |
T ROWE PRICE RPS INC4 years Filed as: T ROWE PRICE ASSET MGMT INC Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $896,443 |
T ROWE PRICE RPS INC5 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $888,924 |
Service code 28 · EIN 30-0016268 | Investment Management | $772,874 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $685,924 |
NORTHERN TRUST COMPANY9+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $431,236 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $228,497 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $151,525 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $140,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,236 | $96,393+121.2% | $130,298+63.7% | $96,393+121.2% |
| Participation rate | 96.6% | 71.3%+25.3pp | 76.3%+20.3pp | 71.3%+25.3pp |
| Annual return | 20.65% | 22.88%-2.2pp | 38.90%-18.2pp | 22.88%-2.2pp |
| Employer contribution / active EE | $7,799 | $3,239+140.8% | $4,128+89.0% | $3,239+140.8% |
| Participant deferral / active EE | $14,779 | $5,455+170.9% | $6,790+117.7% | $5,455+170.9% |
| Admin fee / account holder | $249 | $74+236.6% | $6,025-95.9% | $74+236.6% |