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.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $806,870 |
SCHRODER INVESTMENT MANAGEMENT3+ years Filed as: SCHRODER INV. MANAGEMENT, NA INC. Service code 28 · EIN 13-4064414 | Investment Management | $704,870 |
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN RETIREMENT SERVICES CO LLC Service code 99 · EIN 35-2134263 | Other Fees | $294,517 |
WILMINGTON TRUST3+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $195,931 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $57,760 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 20-2830751 | Investment Management | $44,314 |
DEMARCHE ASSOCIATES, INC.3+ years Filed as: DEMARCHE ASSOC., INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $41,500 |
Filed as: VAUGHN NELSON INVESTMENT MANAGEMENT Service code 28 · EIN 04-3304963 | Investment Management | $31,110 |
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY INVESTMENT MGMT. Service code 28 · EIN 13-3040307 | Investment Management | $23,898 |
Filed as: WHISMAN GIORDANO & ASSOCIATES, LLC Service code 10 · EIN 20-3934956 | Accounting | $17,848 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.78% | 26.60%-15.8pp | 10.16%+0.6pp | 17.84%-7.1pp |
| Employer contribution / active EE | $8,056 | $7,232+11.4% | $33,192-75.7% | $14,688-45.2% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |