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 |
|---|---|---|
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON MANAGEMENT Service code 28 · EIN 30-0835489 | Investment Management | $857,266 |
Filed as: SCHROEDER INV. MANAGEMENT, NA INC. Service code 28 · EIN 13-4064414 | Investment Management | $738,969 |
WILMINGTON TRUST5+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $258,687 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN RETIREMENT SERVICES CO LLC Service code 13 · EIN 35-2134263 | Contract Administrator | $217,833 |
DELOITTE & TOUCHE LLP5+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $159,020 |
DEMARCHE ASSOCIATES, INC.5+ 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 | $17,848 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 19.87% | 34.64%-14.8pp | 20.73%-0.9pp | 21.83%-2.0pp |
| Employer contribution / active EE | $0 | $7,654-100.0% | $36,503-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |