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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $583,154 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 28 · EIN 98-0465834 | Investment Management | $276,825 |
BAILLIE GIFFORD OVERSEAS LTD4+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $263,357 |
Service code 50 900 SALEM STREET · SMITHFIELD, RI 02917 | Direct Payment | $224,988 |
Service code 16 · EIN 04-3638035 | Consulting | $202,500 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $157,606 |
WASATCH ADVISORS4+ years Service code 28 · EIN 87-0319391 | Investment Management | $132,386 |
RAYMOND JAMES FINANCIAL SERVICES4+ years Filed as: NEWSOUTH CAPITAL MANAGEMENT, INC. Service code 28 · EIN 62-1237220 | Investment Management | $75,127 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $33,466 |
FRANKLIN TEMPLETON2 years Service code 21 · EIN 59-6945808 | Bank Trustee | $31,943 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $248,520-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 1.2%-1.2pp |
| Annual return | 21.44% | 19.51%+1.9pp | 239.57%-218.1pp | 53.27%-31.8pp |
| Employer contribution / active EE | $16,524 | $15,992+3.3% | $43,837-62.3% | $14,774+11.8% |
| Participant deferral / active EE | $0 | $77-100.0% | $575-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $36,083-100.0% | $13,289-100.0% |