Filed October 24, 1997 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCATOR ASSET MANAGEMENT, L.P.2+ years Filed as: MERCATOR ASSET MANAGEMENT Service code 27 · EIN 02-6126955 | Advisory (Plan) | $6,364 |
ARTISAN PARTNERS2+ years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 | Investment Management | $0 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
EATON VANCE2+ years Filed as: EATON VANCE MANAGEMENT Service code 28 · EIN 04-2718215 | Investment Management | $0 |
FIRST PACIFIC ADVISORS, LLC2+ years Service code 28 · EIN 95-2632339 11601 WILSHIRE BLVD., SUITE 1200 · LOS ANGELES, CA 90025 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR CAPITAL ADVISORS INC Service code 28 · EIN 04-2679462 | Investment Management | $0 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY INVESTMENT MANAGEMEN Service code 28 · EIN 36-3145972 | Investment Management | $0 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON FUNDS MANAGEMENT CORPORA Service code 28 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Investment Management | $0 |
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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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | 2.79% | 4.23%-1.4pp | 3.97%-1.2pp | 4.56%-1.8pp |
| Employer contribution / active EE | $26,176 | $16,147+62.1% | $28,168-7.1% | $15,526+68.6% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |