Filed December 8, 1994
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 |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $1,347,800 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 21 · EIN 13-5674085 | Bank Trustee | $1,173,913 |
COLUMBIA1 year Service code 28 · EIN 41-1533211 | Investment Management | $304,742 |
Filed as: SCHAFER CULLEN HIGH DEV Service code 28 · EIN 13-3089070 | Investment Management | $143,289 |
Filed as: TCW LCG Service code 28 · EIN 95-2642764 | Investment Management | $143,117 |
Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $102,072 |
Filed as: ROBECO WPG MCV Service code 28 · EIN 98-0202744 | Investment Management | $100,352 |
CAMBIAR INVESTORS LLC1 year Service code 28 · EIN 84-1596610 | Investment Management | $79,650 |
Filed as: SCHRODERS INVESTMENT MANAGEMENT Service code 28 · EIN 13-4064414 | Investment Management | $69,973 |
Filed as: CHARTWELL SCV Service code 28 · EIN 36-4776242 | Investment Management | $67,841 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.3%-47.3pp |
| Annual return | -96.71% | 21.43%-118.1pp | 20.73%-117.4pp | 12.16%-108.9pp |
| Employer contribution / active EE | $0 | $39,472-100.0% | $36,503-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |