Filed March 25, 1996
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: BANK OF AMERICA N.A. Service code 21 · EIN 94-1887665 | Bank Trustee | $92,390 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $20,566 |
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $16,670 |
AB FUNDS2+ years Filed as: LOOMIS LARGE CAP GROWTH Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $12,679 |
Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $12,552 |
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Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 7.54% | 17.94%-10.4pp | 5.44%+2.1pp | 7.18%+0.4pp |
| Employer contribution / active EE | $10,247 | $12,263-16.4% | $25,481-59.8% | $13,095-21.7% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |