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 CONSULTING8+ years Filed as: AON HEWITT Service code 11 · EIN 32-2235791 | Actuarial | $1,635,463 |
FIDUCIARY INVESTMENT ADVISORS8+ years Filed as: FIDUCIARY VEST, LLC Service code 28 · EIN 20-2217636 | Investment Management | $265,082 |
THE BANK OF NEW YORK MELLON8+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $175,785 |
Filed as: PARAMETIC PORTFOLIO ASSOCIATES Service code 28 800 FIFTH AVENUE · SEATTLE, WA 98104 | Investment Management | $42,698 |
PBMARES, LLP8+ years Service code 10 · EIN 54-0737372 | Accounting | $32,245 |
JOHNSTON ASSET MANAGEMENT8+ years Filed as: JOHNSTON ASSET MGT CORP Service code 28 · EIN 13-3257590 | Investment Management | $15,317 |
GROOM LAW GROUP5 years Filed as: GROOM LAW Service code 29 1701 PENNSYLVANIA AVE., N.W. · WASHINGTON, DC 200065811 | Legal | $15,133 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -20.30% | -11.26%-9.0pp | -4.80%-15.5pp | 2.77%-23.1pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |