Filed December 22, 1992 (most recent of 3 filings on file)
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 |
|---|---|---|
FINLEY & COOK1+ years Filed as: FINLEY DAVIES Service code 13 · EIN 34-1213174 | Contract Administrator | $114,759 |
MERCER1+ years Service code 26 · EIN 61-0736136 | Advisory (Participants) | $90,452 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 59-1567380 | Actuarial | $74,220 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 28 · EIN 20-3847783 | Investment Management | $49,929 |
Filed as: COLCHESTER Service code 28 · EIN 36-7324183 | Investment Management | $30,731 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $26,780 |
Filed as: PRUDENTIAL Service code 28 · EIN 23-6994310 | Investment Management | $16,944 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 13 · EIN 04-1107180 | Contract Administrator | -$1,762 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 0.17% | 9.41%-9.2pp | 5.00%-4.8pp | 9.19%-9.0pp |
| Employer contribution / active EE | $3,295 | $8,353-60.6% | $35,918-90.8% | $12,608-73.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |