Filed June 24, 2002 (most recent of 2 filings on file)
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 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6 years Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $658,636 |
Filed as: TCW ASSET MANAGEMENT COMPANY Service code 51 · EIN 95-3703295 | Investment Mgmt Fees | $448,819 |
BAILLIE GIFFORD OVERSEAS LTD7+ years Service code 33 · EIN 22-3438530 | Securities brokerage; Soft dollars co... | $409,705 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $409,013 |
LINCOLN NATIONAL CORPORATION7+ years Service code 50 · EIN 35-0472300 | Direct Payment | $258,963 |
MERCER7+ years Service code 11 · EIN 12-2834414 | Actuarial | $150,644 |
EMERALD FUNDS3 years Filed as: EMERALD ADVISERS,LLC Service code 28 · EIN 83-1180034 | Investment Management | $108,307 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $96,520 |
THE BANK OF NEW YORK MELLON7+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $90,996 |
JAMES MOORE & CO., P.L.4 years Filed as: JAMES MOORE & CO Service code 10 · EIN 59-3204548 | Accounting | $44,625 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 5.64% | 5.48%+0.2pp | 9.82%-4.2pp | 9.30%-3.7pp |
| Employer contribution / active EE | $3,832 | $9,127-58.0% | $30,322-87.4% | $12,551-69.5% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |