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 COMPANY3 years Filed as: WELLINGTON FIXED INCOME Service code 28 · EIN 04-2755549 | Investment Management | $648,389 |
Filed as: SCHRODERS Service code 28 · EIN 13-4064414 | Investment Management | $528,046 |
WILMINGTON TRUST3 years Service code 21 · EIN 51-0055023 | Bank Trustee | $213,463 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 99 · EIN 35-2134263 | Other Fees | $171,072 |
DELOITTE & TOUCHE LLP8+ years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $106,748 |
DEMARCHE ASSOCIATES, INC.3 years Filed as: DEMARCHE ASSOC., INC. Service code 27 · EIN 43-1493130 | Advisory (Plan) | $43,585 |
MORGAN STANLEY SMITH BARNEY8+ years Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $31,273 |
Service code 10 · EIN 20-3934956 | Accounting | $5,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -30.95% | -2.41%-28.5pp | -38.85%+7.9pp | 23.41%-54.4pp |
| Employer contribution / active EE | $7,864 | $7,691+2.3% | $37,755-79.2% | $12,650-37.8% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |