Filed April 28, 1997
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
FISHER INVESTMENTS2 years Service code 28 · EIN 20-2480800 | Investment Management | $354,401 |
HEWITT ASSOCIATES LLC2 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $293,434 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $221,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 52 · EIN 20-8080381 | Indirect Investment Fees | $206,072 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $188,622 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $171,356 |
PANAGORA ASSET MANAGEMENT2 years Service code 28 · EIN 04-3063840 | Investment Management | $118,369 |
AVIVA INVESTORS AMERICAS LLC2 years Service code 28 · EIN 61-1691139 | Investment Management | $106,139 |
BAIRD FUNDS2 years Filed as: ROBERT W. BAIRD AND COMPANY Service code 28 · EIN 39-6037917 | Investment Management | $81,589 |
GEORGE JOHNSON & COMPANY2 years Service code 10 · EIN 38-2029668 | Accounting | $32,200 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.86% | -0.94%-3.9pp | -2.18%-2.7pp | 33.37%-38.2pp |
| Employer contribution / active EE | $11,729 | $12,464-5.9% | $38,751-69.7% | $11,253+4.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |