Filed July 6, 1995
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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MGT Service code 28 · EIN 20-8058531 | Investment Management | $603,404 |
INCOME RESEARCH & MANAGEMENT4+ years Service code 28 · EIN 04-2955404 | Investment Management | $338,182 |
INDEPENDENT FINANCIAL PARTNERS3+ years Filed as: STONE HARBOR INVESTMENT PARTNERS LP Service code 28 · EIN 20-3888589 | Investment Management | $320,821 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 13 · EIN 04-3609848 | Contract Administrator | $247,500 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 16 · EIN 52-1868818 | Consulting | $196,289 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $181,148 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $52,950 |
BUCK GLOBAL, LLC1 year Service code 11 · EIN 13-3954297 | Actuarial | $37,746 |
LJ MOSBY, P.C.4+ years Filed as: L.J. MOSBY, PC Service code 10 · EIN 84-1656069 | Accounting | $24,000 |
BDO USA, LLP2 years Service code 16 · EIN 13-5381590 | Consulting | $8,184 |
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.
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 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 | $28,349-100.0% | $245,396-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 40.0%-40.0pp | 43.0%-43.0pp | 14.6%-14.6pp |
| Annual return | -4.28% | -2.92%-1.4pp | -752.26%+748.0pp | 10.56%-14.8pp |
| Employer contribution / active EE | $0 | $9,485-100.0% | $31,802-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $1,223-100.0% | $3,354-100.0% |