Filed May 5, 1993 (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 |
|---|---|---|
INSIGHT NORTH AMERICA LLC3 years Service code 28 · EIN 82-0983489 | Investment Management | $408,988 |
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $391,984 |
DELAWARE INVESTMENTS5 years Filed as: MACQUARIE INVESTMENTS Service code 28 · EIN 23-2859590 | Investment Management | $323,130 |
LCG ASSOCIATES, INC.6+ years Filed as: LCG ASSOCIATES Service code 17 · EIN 75-1680350 | Pension Consulting | $186,908 |
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $173,495 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET GLOBAL ADVISOR TRUST C Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $122,283 |
THOMPSON HINE6+ years Service code 29 · EIN 34-0575300 | Legal | $38,741 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $20,660 |
CARON & BLETZER, PLLC5 years Service code 10 · EIN 04-3499945 | Accounting | $17,125 |
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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 | $2,822,362-100.0% | $733,756-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.6%-0.6pp |
| Annual return | 17.19% | 14.11%+3.1pp | 8.35%+8.8pp | 11.45%+5.7pp |
| Employer contribution / active EE | $2,067 | $29,055-92.9% | $27,010-92.3% | $17,219-88.0% |
| Participant deferral / active EE | $0 | $297-100.0% | $180-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $19,421-100.0% | $15,480-100.0% |