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.
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| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $88,261 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $81,577 |
DELOITTE & TOUCHE LLP1 year Service code 10 · EIN 13-3891517 | Accounting | $56,100 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $55,343 |
LEGAL & GENERAL INVESTMENT6 years Filed as: LEGAL & GENRL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $20,723 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.39% | 38.53%-55.9pp | -3.21%-14.2pp | 2.78%-20.2pp |
| Employer contribution / active EE | $439 | $14,659-97.0% | $46,051-99.0% | $15,276-97.1% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |