Filed December 7, 2001 (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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $345,499 |
NEPC, LLC1+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $236,255 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 98-0202744 | Investment Management | $189,878 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 27 · EIN 51-0368279 | Advisory (Plan) | $143,512 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 51 · EIN 95-3692822 | Investment Mgmt Fees | $128,288 |
WEDGE CAPITAL MANAGEMENT1+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $114,011 |
Filed as: WINDHAVEN Service code 28 · EIN 27-3763801 | Investment Management | $113,165 |
Filed as: GRYPHON Service code 28 · EIN 98-0432908 | Investment Management | $103,751 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $96,675 |
KEY BANK NATIONAL ASSOCIATION1+ years Service code 13 · EIN 34-0797057 | Contract Administrator | $91,542 |
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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 | $219,333-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.40% | 3.11%-5.5pp | -2.01%-0.4pp | 3.11%-5.5pp |
| Employer contribution / active EE | $5,015 | $9,361-46.4% | $34,453-85.4% | $9,361-46.4% |
| Participant deferral / active EE | $0 | $375-100.0% | $34-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $5,362-100.0% | - |