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 LLC6 years Filed as: HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $360,075 |
Service code 27 · EIN 48-1140940 | Advisory (Plan) | $322,236 |
NEPC, LLC6 years Service code 17 · EIN 26-1429809 | Pension Consulting | $221,000 |
Filed as: MONROE CAPITAL MANAGEMENT ADVISORS, Service code 52 · EIN 20-8524328 | Indirect Investment Fees | $198,057 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $115,795 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $113,414 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $78,542 |
Filed as: GRANAHAN INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 04-2856200 | Investment Management | $55,949 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $53,242 |
Service code 28 · EIN 13-3257590 | Investment Management | $42,387 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $171,256-100.0% | $788,447-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 21.4%-21.4pp | 1.5%-1.5pp |
| Annual return | -18.11% | -6.02%-12.1pp | -3.21%-14.9pp | 23.41%-41.5pp |
| Employer contribution / active EE | $0 | $11,241-100.0% | $46,051-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $120-100.0% | $31-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $46,258-100.0% | $14,884-100.0% |