Filed April 10, 2017 (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 |
|---|---|---|
Filed as: ABRDN INC Service code 28 · EIN 51-0368279 | Investment Management | $1,314,076 |
ALLSPRING1 year Filed as: ALLSPRING GLOBAL INVESTMENTS, LLC Service code 28 1415 VANTAGE PARK DRIVE · CHARLOTTE, NC 28203 | Investment Management | $114,739 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,114 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INVESTMENT MGMNT ADVISERS Service code 28 · EIN 23-2859590 | Investment Management | $44,348 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $43,500 |
PORTFOLIO ADVISORS1 year Filed as: PORTFOLIO ADVISORS LP Service code 28 7571 N REMINGTON AVE · FRESNO, CA 93711 | Investment Management | $26,489 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $26,299 |
GOLDMAN SACHS1 year Filed as: GLOUSTON CAPITAL Service code 28 · EIN 02-0571602 | Investment Management | $12,118 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $10,355 |
Filed as: PORTER, WRIGHT, MORRIS AND ARTHUR Service code 29 · EIN 31-4373657 | Legal | $9,828 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.49% | 3.60%-0.1pp | 4.95%-1.5pp | 8.76%-5.3pp |
| Employer contribution / active EE | $0 | $20,793-100.0% | $20,917-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $598-100.0% | $188-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |