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 LLC4 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $873,587 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $297,607 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $237,469 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $236,931 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $221,000 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $202,391 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVESTMENT MANAGEMENT CA Service code 51 | Investment Mgmt Fees | $193,377 |
Filed as: MONROE CAPITAL MANAGEMENT ADVISORS, Service code 52 · EIN 20-8524328 | Indirect Investment Fees | $165,673 |
LINDSELL TRAIN LIMITED2 years Service code 28 · EIN 98-1104976 | Investment Management | $147,464 |
AVIVA INVESTORS AMERICAS LLC4 years Service code 28 · EIN 61-1691139 | Investment Management | $130,025 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 17.86% | 9.48%+8.4pp | 9.52%+8.3pp | 12.86%+5.0pp |
| Employer contribution / active EE | $7,361 | $12,808-42.5% | $41,951-82.5% | $13,687-46.2% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |