Filed April 30, 1993
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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $314,548 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $198,783 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $148,339 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $70,000 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $25,026 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 72 | Other investment fees and expenses | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -23.61% | 87.23%-110.8pp | -5.12%-18.5pp | 23.41%-47.0pp |
| Employer contribution / active EE | $0 | $12,989-100.0% | $31,020-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |