Filed September 4, 1990
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 |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: EDELMAN FINANCIAL ENGINES Service code 26 · EIN 77-0473565 | Advisory (Participants) | $884,582 |
INVESCO11+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $229,701 |
FID INV INST OPS CO9 years Service code 15 · EIN 04-2647786 | Recordkeeping | $163,288 |
NORTHERN TRUST COMPANY6 years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $104,955 |
GEORGE JOHNSON & COMPANY9 years Service code 10 · EIN 27-0475249 | Accounting | $31,500 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $258,946 | $126,505+104.7% | $199,883+29.5% | $126,505+104.7% |
| Participation rate | 99.7% | 81.0%+18.7pp | 86.8%+12.9pp | 81.0%+18.7pp |
| Annual return | 17.80% | 14.86%+2.9pp | 43.81%-26.0pp | 14.86%+2.9pp |
| Employer contribution / active EE | $3,746 | $4,041-7.3% | $6,261-40.2% | $4,041-7.3% |
| Participant deferral / active EE | $14,561 | $6,313+130.6% | $9,138+59.3% | $6,313+130.6% |
| Admin fee / account holder | $96 | $145-34.2% | $17,268-99.4% | $145-34.2% |