Filed January 28, 1998 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $751,240 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $325,432 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $251,837 |
Filed as: BNY MELLON Service code 25 · EIN 13-5160382 | Directed Trustee | $215,933 |
DELOITTE & TOUCHE LLP5+ years Service code 10 · EIN 13-3891517 | Accounting | $115,924 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $83,062 |
DAVIS WRIGHT TREMAINE5+ years Filed as: DAVIS & GILBERT LLC Service code 29 · EIN 13-1504385 | Legal | $40,715 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $6,725 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.44% | 12.20%+7.2pp | 10.56%+8.9pp | 21.83%-2.4pp |
| Employer contribution / active EE | $6 | $12,801-99.9% | $30,199-100.0% | $12,237-99.9% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |