Filed November 10, 1992
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: SEI INVESTMENT MANAGEMENT CORP Service code 28 · EIN 04-2452803 | Investment Management | $9,787 |
BLACK & PINCKARD LLC1+ years Filed as: BLACK ROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: DREYFUS CORP Service code 28 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON1+ years Filed as: DREYFUS CORP. Service code 28 · EIN 13-5673135 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN ADVISORS, INC Service code 28 · EIN 94-3167260 | Investment Management | $0 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT I Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 · EIN 95-4597302 | Investment Management | $0 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL MANAGEMENT CORP Service code 28 · EIN 42-1520346 | Investment Management | $0 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA FUNDS MANAGEMENT INC Service code 28 PO BOX 8317 · BOSTON, MA 02266 | Investment Management | $0 |
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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 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 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | 0.66% | -6.27%+6.9pp | 16.23%-15.6pp | -7.14%+7.8pp |
| Employer contribution / active EE | $26,696 | $14,200+88.0% | $17,605+51.6% | $14,613+82.7% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |