Filed August 11, 1992
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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $350,105 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $265,613 |
Filed as: LOCKTON INVESTMENTS ADVISORS, LLC Service code 17 · EIN 20-5846369 | Pension Consulting | $37,500 |
Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $35,504 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $30,000 |
Filed as: LOCKTON INVESTMENT ADVISORS Service code 27 · EIN 90-0007886 | Advisory (Plan) | $22,500 |
NORTHERN TRUST COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $17,103 |
WINSTON & STRAWN LLP1 year Service code 29 · EIN 36-1975990 | Legal | $8,071 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 2.44% | -1.65%+4.1pp | -3.29%+5.7pp | 0.19%+2.2pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |