Filed March 14, 1994 (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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $385,829 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $377,968 |
Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $38,523 |
LOOMIS SAYLES2 years Service code 28 · EIN 04-3200030 | Investment Management | $38,232 |
Filed as: AKIN, DOHERTY, KLEIN & FEUGE PC Service code 10 · EIN 74-2606559 | Accounting | $18,500 |
CAMBIAR INVESTORS LLC1 year Filed as: CAMBIAR INTERNATIONAL Service code 28 · EIN 84-1596610 | Investment Management | $17,842 |
NEUBERGER BERMAN2 years Service code 28 · EIN 61-1591182 | Investment Management | $16,082 |
INVESCO1 year Filed as: AIM INTERNATIONAL Service code 28 · EIN 98-0557567 | Investment Management | $15,574 |
BAIRD INSURANCE SERVICES INC2 years Filed as: BAIRD ASSET MANAGEMENT Service code 28 · EIN 39-2008435 | Investment Management | $11,517 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $9,404 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | 15.49% | 22.30%-6.8pp | 13.48%+2.0pp | 13.59%+1.9pp |
| Employer contribution / active EE | $122,400 | $18,386+565.7% | $47,067+160.1% | $14,592+738.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |