Filed October 19, 1993
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 |
|---|---|---|
MCCREADY & KEENE INC.2+ years Filed as: MCCREADY & KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $205,289 |
Filed as: HOOD RIVER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-1294859 | Investment Management | $190,106 |
AMERICAN FUNDS2+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $164,330 |
WILLIAM BLAIR2+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $152,030 |
JANUS HENDERSON2+ years Filed as: JANUS CAPITAL CORP Service code 28 · EIN 75-3019302 | Investment Management | $122,836 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $104,938 |
Service code 28 · EIN 58-1408870 | Investment Management | $97,971 |
Service code 28 · EIN 13-3200244 | Investment Management | $96,373 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN INVESTMENT GROUP(US) INC. Service code 28 · EIN 36-7205063 | Investment Management | $79,121 |
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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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 6.87% | 5.09%+1.8pp | 5.00%+1.9pp | 7.18%-0.3pp |
| Employer contribution / active EE | $13,575 | $7,393+83.6% | $35,918-62.2% | $13,095+3.7% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |