Filed December 16, 1997
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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $117,360 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $84,602 |
BLACKROCK5+ years Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $83,041 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $56,891 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $55,937 |
BOLTON PARTNERS, INC.5+ years Service code 11 · EIN 52-1231144 | Actuarial | $45,270 |
BREDHOFF & KAISER5+ years Filed as: BREDHOFF AND KAISER Service code 29 · EIN 52-0969534 | Legal | $35,692 |
KPMG LLP5+ years Service code 10 · EIN 13-5565207 | Accounting | $23,000 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $15,941 |
GUNN MOWERY, LLC5+ years Service code 23 · EIN 81-0587373 | Insurance services | $10,010 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,822,362-100.0% | $247,190-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.6%-0.6pp |
| Annual return | 6.33% | 8.15%-1.8pp | 7.87%-1.5pp | 11.45%-5.1pp |
| Employer contribution / active EE | $20,133 | $17,725+13.6% | $31,784-36.7% | $17,219+16.9% |
| Participant deferral / active EE | $5,206 | $1,144+355.0% | $241+2062.7% | $357+1359.7% |
| Admin fee / account holder | $0 | $15,480-100.0% | $240,514-100.0% | $15,480-100.0% |