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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 28 · EIN 30-0282430 | Investment Management | $5,855,444 |
HAMILTON LANE ADVISORS, LLC3 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
PAAMCO3 years Service code 28 · EIN 38-3713535 | Investment Management | $1,009,683 |
Filed as: THE PUTNAM ADVISORY COMPANY LLC Service code 28 · EIN 04-3543039 | Investment Management | $768,048 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $478,888 |
INCOME RESEARCH & MANAGEMENT3 years Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 26-3761443 | Investment Management | $225,293 |
T ROWE PRICE RPS INC3 years Filed as: T ROWE PRICE STABLE ASSET MGMT INC Service code 28 · EIN 52-0556948 | Investment Management | $220,994 |
AETNA LIFE INSURANCE COMPANY3 years Service code 22 · EIN 06-6033492 | Insurance Broker | $72,918 |
AMERICAN REALTY ADVISORS3 years Filed as: GENERAL AMERICAN INVESTORS CO. Service code 28 · EIN 13-5098450 | Investment Management | $42,499 |
Filed as: FIDUCIARY COUNSELORS INC Service code 29 · EIN 22-3709903 | Legal | $25,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $894,319,009-100.0% | $568,132-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 21.11% | 18.43%+2.7pp | 14.64%+6.5pp | 24.48%-3.4pp |
| Employer contribution / active EE | $1,786 | $6,699-73.3% | $41,831-95.7% | $9,418-81.0% |
| Participant deferral / active EE | $0 | $0 | $200-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $36,942-100.0% | $2,968,729-100.0% |