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 |
|---|---|---|
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD LTD. Service code 28 · EIN 04-2452803 | Investment Management | $9,949 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MANGMT INVESTMENT ADVISERS Service code 28 | Investment Management | $0 |
COLUMBIA1 year Filed as: COLUMBIA MGMT INVESTMENT ADVISERS Service code 28 · EIN 95-4597302 P.O. BOX 8081 · BOSTON, MA 022668081 | Investment Management | $0 |
THE BANK OF NEW YORK MELLON2+ years Filed as: DREYFUS CORP. Service code 28 · EIN 13-5673135 | 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 |
Filed as: PUTNAM INVESTMENT MANAGEMENT LLC Service code 28 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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.
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 | $2,581-100.0% | $14,339-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 17.0%-17.0pp | 12.6%-12.6pp |
| Annual return | 7.74% | -1.65%+9.4pp | 1.15%+6.6pp | 4.56%+3.2pp |
| Employer contribution / active EE | $0 | $13,303-100.0% | $26,339-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $273-100.0% | $178-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $10,769-100.0% | $3,605-100.0% | $1,711-100.0% |