Filed March 17, 1997
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 |
|---|---|---|
THE VANGUARD GROUP, INC.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,888 |
BERGER, GHERSI & LADUKE PLC4 years Service code 10 300 E LONG LAKE RD #135 · BLOOMFIELD HILLS, MI 48304 | Accounting | $8,325 |
CONRAD SIEGEL6 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $7,750 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 4208 6 FORKS ROAD, SUITE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $5,739 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 | Investment Management | $0 |
AMERICAN FUNDS4 years Filed as: CAPITAL RESEARCH AND COMPANY Service code 28 · EIN 95-1411037 | Investment Management | $0 |
AMERICAN FUNDS5 years Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
Filed as: NEW YORK LIFE INVESTMENT LLC Service code 28 51 MADISON AVENUE · NEW YORK, NY 10010 | Investment Management | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $247,120-100.0% | $213,834-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 28.7%-28.7pp | 12.2%-12.2pp | 44.4%-44.4pp |
| Annual return | -19.09% | -11.83%-7.3pp | -5.12%-14.0pp | -14.65%-4.4pp |
| Employer contribution / active EE | $0 | $42,640-100.0% | $31,020-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $101-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,703-100.0% | $2,852-100.0% | $14,582-100.0% |