Filed March 8, 1991
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 |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $253,452 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $239,586 |
ROCATON INVESTMENT ADVISORS, LLC2+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $140,625 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 51 · EIN 41-1719690 | Investment Mgmt Fees | $91,319 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 51 · EIN 04-3211048 | Investment Mgmt Fees | $51,552 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 51 · EIN 13-3860154 | Investment Mgmt Fees | $48,132 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 51 · EIN 13-3459661 | Investment Mgmt Fees | $46,038 |
MORNINGSTAR1 year Service code 15 · EIN 36-3297908 | Recordkeeping | $41,625 |
XEROX CORPORATION1 year Filed as: XEROX HR SOLUTIONS LLP Service code 14 · EIN 16-0468020 | Plan Administrator | $41,580 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 23-2817243 | Investment Mgmt Fees | $34,894 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,764 | $65,292+26.8% | $80,977+2.2% | $65,292+26.8% |
| Participation rate | 74.1% | 72.4%+1.7pp | 75.8%-1.7pp | 72.4%+1.7pp |
| Annual return | 4.40% | 11.84%-7.4pp | 17.11%-12.7pp | 11.84%-7.4pp |
| Employer contribution / active EE | $2,845 | $2,302+23.6% | $3,715-23.4% | $2,302+23.6% |
| Participant deferral / active EE | $4,463 | $3,579+24.7% | $5,696-21.7% | $3,579+24.7% |
| Admin fee / account holder | $130 | $57+127.0% | $5,517-97.6% | $57+127.0% |