Filed April 7, 1994 (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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2+ years Filed as: FRANK RUSSELL Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 18 · EIN 04-2647786 | Custodial (securities); Custodial (ot... | $266,654 |
MERCER2+ years Filed as: MERCER HR SERVICES Service code 99 21520 NETWORK PLACE · CHICAGO, IL 606731215 | Other Fees | $254,480 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $198,133 |
MERCER2+ years Service code 11 · EIN 36-2336943 | Actuarial | $164,380 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $119,792 |
RSM US LLP2+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $62,650 |
HAGER STRATEGIC2+ years Service code 16 1390 19TH STREET NW · WASHINGTON, DC 20036 | Consulting | $50,000 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $1,558 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | 7.03% | 6.04%+1.0pp | 5.44%+1.6pp | 9.19%-2.2pp |
| Employer contribution / active EE | $20,981 | $12,925+62.3% | $25,481-17.7% | $12,608+66.4% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |