Filed March 8, 2002 (most recent of 6 filings on file)
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 |
|---|---|---|
Service code 28 · EIN 04-2691242 | Investment Management | $665,257 |
MERCER1 year Filed as: MERCER HUMAN RESOURECE CONSULTANT Service code 11 · EIN 13-2834414 | Actuarial | $444,165 |
NEPC, LLC4+ years Service code 28 · EIN 26-1429809 | Investment Management | $352,885 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $253,601 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $236,127 |
Filed as: FIDELITY INVESTMENT INSTITUTIONAL Service code 28 · EIN 04-3532603 | Investment Management | $218,070 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $166,507 |
Service code 28 · EIN 20-8058531 | Investment Management | $102,794 |
FINDLEY4+ years Filed as: FINDLEY DAVIES, INC. Service code 16 · EIN 34-1213174 | Consulting | $61,236 |
SB & COMPANY, LLC4+ years Service code 10 · EIN 20-2153727 | Accounting | $34,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,208,052-100.0% | $428,620-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 7.18% | 15.39%-8.2pp | 20.73%-13.5pp | 24.48%-17.3pp |
| Employer contribution / active EE | $11,410 | $7,237+57.7% | $36,503-68.7% | $9,418+21.2% |
| Participant deferral / active EE | $0 | $263-100.0% | $77-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $454,372-100.0% | $7,495-100.0% | $2,968,729-100.0% |