Filed May 28, 1996
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 |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 32-0174431 | Investment Management | $753,430 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $261,789 |
WILMINGTON TRUST5 years Service code 21 · EIN 51-0055023 | Bank Trustee | $168,509 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $159,440 |
Filed as: TORRILLO & ASSOCIATES Service code 10 · EIN 83-0414789 | Accounting | $26,600 |
Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $19,623 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -6.90% | 5.48%-12.4pp | 9.82%-16.7pp | 9.30%-16.2pp |
| Employer contribution / active EE | $35,040 | $9,127+283.9% | $30,311+15.6% | $12,551+179.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |