Filed May 11, 1993
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 |
|---|---|---|
Filed as: FIDELITY Service code 11 · EIN 04-2647786 | Actuarial | $147,719 |
MILLIMAN, INC.7+ years Service code 11 · EIN 91-0675641 | Actuarial | $67,858 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $17,867 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $13,200 |
STOEL RIVES LLP7+ years Service code 29 · EIN 93-0408771 | Legal | $12,630 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | -96.31% | 4.93%-101.2pp | 7.32%-103.6pp | 9.30%-105.6pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,748-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |