Filed September 15, 1992 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 14 · EIN 13-5656874 | Plan Administrator | $82,672 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $60,691 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $56,331 |
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $46,086 |
LEGAL & GENERAL INVESTMENT5+ years Service code 28 · EIN 20-8058531 | Investment Management | $38,932 |
THE TRUST COMPANY OF TENNESSEE5+ years Filed as: TRUST COMPANY OF THE WEST Service code 28 · EIN 95-3703295 | Investment Management | $17,808 |
GRANT THORNTON LLP5+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $17,388 |
AON CONSULTING5+ years Filed as: AON HEWITT INVESTMENT CONSULTANTS Service code 27 · EIN 36-3109431 | Advisory (Plan) | $11,529 |
Filed as: HYPERION BROOKFIELD ASSET MGMT. Service code 28 · EIN 13-3750132 | Investment Management | $8,430 |
L & S VENTURES LLC1 year Filed as: L&S VENTURES LLC Service code 17 · EIN 75-3238476 | Pension Consulting | $7,285 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 22.35% | 14.29%+8.1pp | 14.64%+7.7pp | 21.83%+0.5pp |
| Employer contribution / active EE | $56,497 | $12,083+367.6% | $41,831+35.1% | $12,237+361.7% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |