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.4+ years Filed as: MCCREADY & KEENE, INC. Service code 11 · EIN 35-0500670 | Actuarial | $198,394 |
Filed as: HOOD RIVER CAPITAL MANAGEMENT, LLC Service code 28 · EIN 46-1294859 | Investment Management | $142,282 |
AMERICAN FUNDS4+ years Filed as: LEE MUNDER CAPITAL GROUP, LLC Service code 28 · EIN 27-0282607 | Investment Management | $134,357 |
Filed as: MONDRIAN INVESTMENT GROUP (US), INC Service code 28 · EIN 36-7205063 | Investment Management | $119,646 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $118,263 |
Service code 28 · EIN 13-3200244 | Investment Management | $117,364 |
JANUS HENDERSON4+ years Filed as: JANUS CAPITAL CORP Service code 28 · EIN 75-3019302 | Investment Management | $96,328 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 28 · EIN 36-2214610 | Investment Management | $92,000 |
Service code 28 · EIN 58-1408870 | Investment Management | $83,363 |
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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.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | 0.33% | -2.48%+2.8pp | -102.04%+102.4pp | 0.19%+0.1pp |
| Employer contribution / active EE | $0 | $7,648-100.0% | $36,232-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |