Filed October 18, 2004
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 |
|---|---|---|
USI CONSULTING GROUP4+ years Service code 11 · EIN 13-4032401 | Actuarial | $184,318 |
M&T INVESTMENT GROUP4+ years Service code 11 · EIN 23-2289209 | Actuarial | $104,206 |
Filed as: FIDELITY Service code 51 200 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Mgmt Fees | $61,013 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES Service code 49 210 SIXTH AVENUE, SUITE 3720 · PITTSBURGH, PA 15222 | Other Services | $46,955 |
PGIM INVESTMENTS2 years Filed as: PGIM Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $34,448 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 18 711 HIGH STREET · DES MOINES, IA 50392 | Investment management fees paid direc... | $32,618 |
INVESCO1 year Service code 28 · EIN 58-1707262 | Investment Management | $3,784 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 5.46% | 34.64%-29.2pp | 20.73%-15.3pp | 21.83%-16.4pp |
| Employer contribution / active EE | $16,305 | $7,654+113.0% | $36,503-55.3% | $12,237+33.2% |
| Participant deferral / active EE | $889 | $693+28.3% | $77+1049.3% | $987-10.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |