Filed April 19, 1995
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 |
|---|---|---|
I.B.E.W.2+ years Service code 14 · EIN 53-0088380 | Plan Administrator | $2,750,000 |
THE BANK OF NEW YORK MELLON2+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $1,373,679 |
ULLICO2+ years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $825,248 |
VICTORY2+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $559,563 |
SUNTRUST BANKS, INC.2+ years Filed as: STERLING CAPITAL MANAGEMENT LLC Service code 28 · EIN 42-1658828 | Investment Management | $496,998 |
Filed as: POTTS-DUPRE, HAWKINS & KRAMER, CHTD Service code 29 · EIN 52-1660807 | Legal | $495,627 |
COLUMBIA PARTNERS2+ years Filed as: COLUMBIA PARTNERS LLC INV MGMT Service code 28 · EIN 52-1940739 | Investment Management | $338,846 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $314,444 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $302,926 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $207,869 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $233,038-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 76.1%-76.1pp | 0.0%0pp |
| Annual return | 10.99% | 13.07%-2.1pp | 2.25%+8.7pp | 13.07%-2.1pp |
| Employer contribution / active EE | $0 | $62,050-100.0% | $5,162-100.0% | $62,050-100.0% |
| Participant deferral / active EE | $191 | $1910% | $3,018-93.7% | $1910% |
| Admin fee / account holder | $0 | $0 | $20,161-100.0% | - |