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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 11 1120 20TH STREET NW · WASHINGTON, DC 20036 | Actuarial | $340,343 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $126,463 |
CAPFINANCIAL PARTNERS LLC5 years Filed as: CAPTRUST Service code 26 4208 SIX FORKS RD. · RALEIGH, NC 27609 | Advisory (Participants) | $70,000 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LGIM AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $65,852 |
US BANK2 years Service code 21 · EIN 31-0841368 | Bank Trustee | $25,162 |
PGIM INVESTMENTS4 years Filed as: PGIM, INC. Service code 72 | Other investment fees and expenses | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 12.79% | 10.30%+2.5pp | 7.69%+5.1pp | 9.11%+3.7pp |
| Employer contribution / active EE | $6,601 | $9,006-26.7% | $28,501-76.8% | $12,231-46.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |