Filed March 8, 1994
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 CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 32-2235791 | Actuarial | $499,358 |
THE LONDON COMPANY5+ years Service code 28 · EIN 54-1703318 | Investment Management | $204,246 |
THE BANK OF NEW YORK MELLON5+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $164,593 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY VEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $151,231 |
SHAPIRO CAPITAL MANAGEMENT LLC5+ years Filed as: SHAPIRO CAPITAL Service code 28 · EIN 20-4196445 | Investment Management | $121,883 |
JOHNSTON ASSET MANAGEMENT5+ years Filed as: JOHNSTON ASSET MGT CORP Service code 28 · EIN 13-3257590 | Investment Management | $98,423 |
PBMARES, LLP5+ years Service code 10 · EIN 54-0737372 | Accounting | $28,876 |
Filed as: PRUDENTIAL Service code 21 · EIN 06-1050034 | Bank Trustee | $28,648 |
RICHMOND CAPITAL MANAGEMENT5+ years Filed as: RICHMOND CAPITAL MGT, INC. Service code 28 · EIN 54-1288566 | Investment Management | $24,425 |
PNC BANK, N.A.4+ years Filed as: PNC BANK NATIONAL ASSOCIATION Service code 28 · EIN 22-1146430 | Investment Management | $20,467 |
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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.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 9.85% | 36.82%-27.0pp | 18.06%-8.2pp | 53.27%-43.4pp |
| Employer contribution / active EE | $17,643 | $13,338+32.3% | $30,411-42.0% | $14,774+19.4% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |