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.
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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $360,911 |
MERCER3+ years Filed as: MERCER HR SERVICES Service code 99 21520 NETWORK PLACE · CHICAGO, IL 606731215 | Other Fees | $316,683 |
Filed as: FIDELITY INVESTMENT INSTITUTION Service code 18 · EIN 04-2647786 | Custodial (other than securities); Cu... | $303,670 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: FRANK RUSSELL Service code 16 · EIN 91-1934665 | Consulting | $300,000 |
Filed as: WILLIS TOWERS WATSON Service code 16 263 TRESSER BLVD · STAMFORD, CT 069013226 | Consulting | $173,000 |
MERCER3+ years Service code 11 · EIN 36-2336943 | Actuarial | $94,800 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $90,831 |
RSM US LLP3+ years Filed as: RSM US LLP. Service code 10 · EIN 42-0714325 | Accounting | $75,091 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $73,958 |
EVERCORE TRUST COMPANY1 year Service code 16 · EIN 26-4691954 | Consulting | $55,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 13.87% | 15.82%-2.0pp | 16.78%-2.9pp | 17.84%-4.0pp |
| Employer contribution / active EE | $55,308 | $19,885+178.1% | $26,328+110.1% | $14,688+276.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |