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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF AMERICA N.A. Service code 21 · EIN 94-1887665 | Bank Trustee | $108,673 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $85,148 |
COLUMBIA2 years Filed as: COLUMBIA MANAGEMENT Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $30,045 |
PRINCIPAL MIDCAP1 year Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $8,401 |
AB FUNDS3+ years Filed as: LOOMIS LARGE CAP GROWTH Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 64121 | Investment Management | $7,108 |
MFS INVESTMENT MANAGEMENT2 years Filed as: MFS INVESTMENT LARGE CAP VALUE Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $7,033 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR FUNDS Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 64121 | Investment Management | $5,069 |
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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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 18.14% | 79.68%-61.5pp | 16.78%+1.4pp | 23.90%-5.8pp |
| Employer contribution / active EE | $33,209 | $21,735+52.8% | $26,328+26.1% | $16,539+100.8% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |