Filed August 28, 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.
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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $270,229 |
AON CONSULTING7 years Filed as: AON CONSULTING LLC Service code 11 · EIN 36-3051915 | Actuarial | $125,153 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT INVESTMENT ADVISORS, LLC Service code 17 100 NORTHFIELD DR · WINDSOR, CT 06095 | Pension Consulting | $34,460 |
CROWE LLP10+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $26,289 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 06-6379101 | Bank Trustee | $22,908 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 7.78% | 11.94%-4.2pp | 6.70%+1.1pp | 8.76%-1.0pp |
| Employer contribution / active EE | $9,374 | $15,564-39.8% | $25,217-62.8% | $16,664-43.8% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |