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 |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $118,508 |
BLACKROCK8+ years Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $95,094 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $75,178 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $73,720 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $71,800 |
BOLTON PARTNERS, INC.8+ years Service code 11 · EIN 52-1231144 | Actuarial | $46,370 |
KPMG LLP8+ years Service code 10 · EIN 13-5565207 | Accounting | $26,100 |
PNC BANK, N.A.8+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $19,584 |
GUNN MOWERY, LLC8+ years Service code 23 · EIN 81-0587373 | Direct payment from the plan; Insuran... | $17,424 |
BREDHOFF & KAISER8+ years Filed as: BREDHOFF AND KAISER Service code 29 · EIN 52-0969534 | Legal | $10,178 |
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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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 15.9%-15.9pp | 2.3%-2.3pp |
| Annual return | 4.22% | 7.85%-3.6pp | 9.36%-5.1pp | 37.77%-33.6pp |
| Employer contribution / active EE | $11,943 | $16,947-29.5% | $31,270-61.8% | $15,798-24.4% |
| Participant deferral / active EE | $6,099 | $3,293+85.2% | $263+2214.9% | $732+732.7% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |