Filed October 12, 1995 (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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 28 · EIN 30-0282430 | Investment Management | $4,635,551 |
HAMILTON LANE ADVISORS, LLC2 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
T ROWE PRICE RPS INC2 years Filed as: T ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $1,495,036 |
PAAMCO2 years Service code 28 · EIN 38-3713535 | Investment Management | $1,353,349 |
Filed as: THE PUTNAM ADVISORY COMPANY LLC Service code 28 · EIN 04-3543039 | Investment Management | $1,197,334 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 26-3761443 | Investment Management | $1,163,468 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,127,782 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $361,165 |
AETNA LIFE INSURANCE COMPANY2 years Service code 22 · EIN 06-6033492 | Insurance Broker | $72,309 |
AMERICAN REALTY ADVISORS2 years Filed as: GENERAL AMERICAN INVESTORS CO. Service code 28 · EIN 13-5098450 | Investment Management | $44,249 |
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Annual investment return 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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.57% | -4.58%-2.0pp | -2.18%-4.4pp | -1.95%-4.6pp |
| Employer contribution / active EE | $0 | $6,699-100.0% | $38,751-100.0% | $9,243-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |