Filed October 5, 1995
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENRL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $126,525 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $67,550 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 28 · EIN 36-1561860 | Investment Management | $64,993 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $64,472 |
DELOITTE & TOUCHE LLP5 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $59,620 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK N.A. Service code 21 · EIN 94-1347393 | Bank Trustee | $40,868 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 8.18% | 11.84%-3.7pp | 8.95%-0.8pp | 13.24%-5.1pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |