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 COMPANY9+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $112,641 |
BLACKROCK9+ years Filed as: BLACKROCK INST TRUST COMPANY Service code 21 · EIN 94-3112180 | Bank Trustee | $97,091 |
BOLTON PARTNERS, INC.9+ years Service code 11 · EIN 52-1231144 | Actuarial | $74,632 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $73,900 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $66,680 |
JPMORGAN INVEST HOLDINGS LLC9+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $65,324 |
KPMG LLP9+ years Service code 10 · EIN 13-5565207 | Accounting | $27,900 |
GUNN MOWERY, LLC9+ years Service code 23 · EIN 81-0587373 | Direct payment from the plan; Insuran... | $19,760 |
PNC BANK, N.A.9+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $16,556 |
BREDHOFF & KAISER9+ years Filed as: BREDHOFF AND KAISER Service code 29 · EIN 52-0969534 | Legal | $10,796 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 5.48% | 9.21%-3.7pp | 8.34%-2.9pp | 8.76%-3.3pp |
| Employer contribution / active EE | $7,782 | $15,607-50.1% | $30,790-74.7% | $16,664-53.3% |
| Participant deferral / active EE | $6,181 | $2,645+133.7% | $252+2352.1% | $948+552.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |