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 COMPANY1 year Filed as: WELLINGTON FIXED INCOME Service code 28 · EIN 04-2755549 | Investment Management | $957,574 |
Filed as: SCHRODERS Service code 28 · EIN 13-4064414 | Investment Management | $732,095 |
WILMINGTON TRUST1 year Service code 21 · EIN 51-0055023 | Bank Trustee | $314,931 |
FINDLEY1 year Filed as: FINDLEY, INC. Service code 49 · EIN 34-1213174 | Other Services | $208,281 |
Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 99 · EIN 35-2134263 | Other Fees | $207,686 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $92,141 |
DELOITTE & TOUCHE LLP6+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $61,000 |
Filed as: DEMARCHE ASSOC., INC. Service code 27 · EIN 43-1493130 | Advisory (Plan) | $41,500 |
Service code 10 · EIN 20-3934956 | Accounting | $17,800 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 10.62% | 12.77%-2.2pp | 90.61%-80.0pp | 12.86%-2.2pp |
| Employer contribution / active EE | $45,596 | $8,963+408.7% | $32,730+39.3% | $13,687+233.1% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |