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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $326,474 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $310,896 |
FISHER INVESTMENTS3 years Service code 28 · EIN 20-2480800 | Investment Management | $300,267 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $222,817 |
NEPC, LLC3 years Service code 17 · EIN 26-1429809 | Pension Consulting | $221,000 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $198,742 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $198,293 |
LINDSELL TRAIN LIMITED1 year Service code 28 · EIN 98-1104976 | Investment Management | $162,233 |
Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 51 | Investment Mgmt Fees | $147,148 |
AVIVA INVESTORS AMERICAS LLC3 years Service code 28 · EIN 61-1691139 | Investment Management | $81,624 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 17.97% | 14.29%+3.7pp | 14.64%+3.3pp | 21.83%-3.9pp |
| Employer contribution / active EE | $830 | $12,083-93.1% | $41,831-98.0% | $12,237-93.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |