Filed December 29, 1993 (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 |
|---|---|---|
THE VANGUARD GROUP, INC.7+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $522,455 |
Filed as: MESIROW FINANCIAL Service code 27 · EIN 36-3194849 | Advisory (Plan) | $70,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $11,560 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,056 | $108,617+106.3% | $108,421+106.7% | $93,010+140.9% |
| Participation rate | 93.0% | 83.1%+9.9pp | 80.1%+12.9pp | 73.9%+19.1pp |
| Annual return | 14.03% | 21.63%-7.6pp | 905.61%-891.6pp | 158.70%-144.7pp |
| Employer contribution / active EE | $3,622 | $3,249+11.5% | $3,560+1.8% | $2,705+33.9% |
| Participant deferral / active EE | $5,665 | $7,885-28.2% | $6,564-13.7% | $4,561+24.2% |
| Admin fee / account holder | $116 | $94+24.3% | $7,298-98.4% | $152-23.3% |