Filed March 31, 1999
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 |
|---|---|---|
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $424,908 |
MERCER4+ years Filed as: MERCER HR CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $198,597 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST CO. Service code 21 · EIN 36-1561860 | Bank Trustee | $108,318 |
LPL FINANCIAL4+ years Filed as: WADDELL & REED Service code 28 · EIN 48-1106973 | Investment Management | $88,321 |
T.H. FITZGERALD4+ years Service code 28 · EIN 03-0756895 | Investment Management | $83,609 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 16 · EIN 34-1542819 | Consulting | $72,111 |
KENNEDY CAPITAL MANAGEMENT4+ years Service code 28 · EIN 43-1225960 | Investment Management | $48,646 |
RUBINBROWN LLP4+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $25,700 |
THE BERWYN GROUP1 year Service code 49 2 SUMMIT PARK DR, SUITE 610 · INDEPENDENCE, MO 44131 | Other Services | $9,176 |
RBO PRINTLOGISTIX, INC3+ years Service code 49 · EIN 43-1384444 | Other Services | $7,923 |
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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 | $21,578,776-100.0% | $463,922-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.6%-17.6pp | 0.0%0pp |
| Annual return | -2.55% | 33.37%-35.9pp | 60.62%-63.2pp | 33.37%-35.9pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $61,657-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $288-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $23-100.0% | $99,113-100.0% |