Filed March 29, 1993
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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 04-1590850 | Contract Administrator | $28,850 |
ALLIANZ GLOBAL INVESTORS2 years Service code 52 · EIN 06-1349805 | Indirect Investment Fees | $0 |
EATON VANCE2 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
GOLDMAN SACHS2 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
NORTHERN FUNDS2 years Service code 52 · EIN 36-3608252 | Indirect Investment Fees | $0 |
OPPENHEIMER2 years Service code 52 · EIN 93-6305075 | Indirect Investment Fees | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,578-100.0% | $336,625-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 51.5%-51.5pp | 13.0%-13.0pp |
| Annual return | 2.23% | 11.08%-8.8pp | 10.36%-8.1pp | 13.59%-11.4pp |
| Employer contribution / active EE | $10,139 | $12,253-17.3% | $52,561-80.7% | $14,592-30.5% |
| Participant deferral / active EE | $0 | $157-100.0% | $77-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $47-100.0% | $7,349-100.0% | $29,657-100.0% |