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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT, INC Service code 28 · EIN 30-0282430 | Investment Management | $5,875,465 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 16 · EIN 52-1883918 | Consulting | $2,577,780 |
PAAMCO4 years Service code 28 · EIN 38-3713535 | Investment Management | $1,717,592 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $1,550,000 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,130,038 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $702,219 |
Service code 28 · EIN 13-3987414 | Investment Management | $475,884 |
Service code 29 · EIN 04-3063840 | Legal | $442,044 |
LOOMIS SAYLES4 years Service code 29 · EIN 04-3200030 | Legal | $433,021 |
AMERICAN CENTURY1 year Filed as: AMERICAN CENTURY INVESTMENT MANAGEM Service code 28 · EIN 44-0640487 | Investment Management | $304,151 |
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.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 11.25% | 5230.06%-5218.8pp | 9.52%+1.7pp | 5230.06%-5218.8pp |
| Employer contribution / active EE | $1,897 | $10,491-81.9% | $41,951-95.5% | $10,491-81.9% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |