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 |
|---|---|---|
MERCER7+ years Filed as: MERCER HR CONSULTING LLC Service code 16 · EIN 13-2834414 | Consulting | $1,007,216 |
Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $546,454 |
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LTD Service code 29 · EIN 52-1883918 | Legal | $541,915 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $260,732 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 50 | Direct Payment | $175,783 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $143,741 |
DAVIS WRIGHT TREMAINE7+ years Filed as: DAVIS & GILBERT LLC Service code 29 · EIN 13-1504385 | Legal | $102,392 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $81,087 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $45,000 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK, LLP Service code 10 · EIN 22-1478099 | Accounting | $23,460 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,219-100.0% | $201,582-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 37.2%-37.2pp | 23.6%-23.6pp | 37.6%-37.6pp |
| Annual return | -70.27% | 8.34%-78.6pp | 11.08%-81.3pp | 9.30%-79.6pp |
| Employer contribution / active EE | $0 | $35,279-100.0% | $28,418-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $86-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $7,234-100.0% | $6,559-100.0% | $12,596-100.0% |