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 COMPANY1 year Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $764,272 |
Filed as: SCHROEDER INV. MANAGEMENT, NA INC. Service code 28 · EIN 13-4064414 | Investment Management | $664,996 |
WILMINGTON TRUST4+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $242,936 |
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN RETIREMENT SERVICES CO LLC Service code 13 · EIN 35-2134263 | Contract Administrator | $226,166 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $57,900 |
DEMARCHE ASSOCIATES, INC.4+ years Filed as: DEMARCHE ASSOC., INC Service code 27 · EIN 43-1493130 | Advisory (Plan) | $41,500 |
Filed as: WHISMAN GIORDANO & ASSOCIATES, LLC Service code 10 · EIN 20-3934956 | Accounting | $17,858 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $9,275 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -5.60% | 9.64%-15.2pp | -102.04%+96.4pp | 33.37%-39.0pp |
| Employer contribution / active EE | $19,723 | $8,034+145.5% | $36,232-45.6% | $11,253+75.3% |
| Participant deferral / active EE | $0 | $572-100.0% | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |