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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT, LLC Service code 16 · EIN 13-2834414 | Consulting | $468,368 |
BUCK GLOBAL, LLC6 years Service code 11 · EIN 13-3954297 | Actuarial | $259,658 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $144,754 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 28 · EIN 20-8058531 | Investment Management | $136,718 |
THE BANK OF NEW YORK MELLON9+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $118,800 |
Service code 29 · EIN 31-1399107 | Legal | $45,116 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 49 · EIN 06-1050034 | Other Services | $20,674 |
CALVETTI FERGUSON4 years Filed as: CALVETTI FERGUSON, LLC Service code 10 · EIN 13-4255527 | Accounting | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $162,803-100.0% | $473,625-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 73.7%-73.7pp | 37.3%-37.3pp | 55.8%-55.8pp |
| Annual return | 0.69% | 17.22%-16.5pp | 20.18%-19.5pp | 24.44%-23.7pp |
| Employer contribution / active EE | $0 | $35,410-100.0% | $29,108-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $6-100.0% | $6-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $2,262-100.0% | $22,013-100.0% |