Filed December 7, 1992
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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $486,544 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 11 · EIN 22-2232264 | Actuarial | $479,063 |
FIDUCIARY MANAGEMENT, INC.5+ years Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $383,508 |
NISA INVESTMENT ADVISORS, LLC5+ years Service code 28 · EIN 48-1140940 | Investment Management | $357,176 |
AMERICAN FUNDS5+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-3939997 | Investment Management | $288,871 |
MONDRIAN INVESTMENT GROUP5+ years Filed as: MONDRIAN INVESTMENT PARTNERS LIMITE Service code 28 · EIN 56-2475917 | Investment Management | $202,277 |
MARQUETTE ASSOCIATES5+ years Service code 28 · EIN 36-3485298 | Investment Management | $195,944 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE INVESTMENT MANAGEMENT GRO Service code 28 · EIN 13-3465352 | Investment Management | $160,941 |
A.O. SMITH CORPORATION5+ years Service code 14 · EIN 39-0619790 | Plan Administrator | $153,523 |
CONGRESS ASSET MANAGEMENT3 years Service code 28 · EIN 04-2848965 | Investment Management | $131,582 |
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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 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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 18.18% | 22.40%-4.2pp | 29.77%-11.6pp | 21.83%-3.7pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |