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 FIXED INCOME Service code 28 · EIN 04-2755549 | Investment Management | $560,475 |
Filed as: SCHRODERS Service code 28 · EIN 13-4064414 | Investment Management | $531,808 |
WILMINGTON TRUST2 years Service code 21 · EIN 51-0055023 | Bank Trustee | $292,692 |
DELOITTE & TOUCHE LLP7+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $201,100 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 99 · EIN 35-2134263 | Other Fees | $178,802 |
FINDLEY2 years Filed as: FINDLEY, INC. Service code 49 · EIN 34-1213174 | Other Services | $80,882 |
DEMARCHE ASSOCIATES, INC.2 years Filed as: DEMARCHE ASSOC., INC. Service code 27 · EIN 43-1493130 | Advisory (Plan) | $41,500 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $22,336 |
Service code 10 · EIN 20-3934956 | Accounting | $17,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | -3.72% | 35.98%-39.7pp | 10.75%-14.5pp | 15.63%-19.4pp |
| Employer contribution / active EE | $10,563 | $8,396+25.8% | $35,170-70.0% | $11,476-8.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |