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.
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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $309,967 |
AON CONSULTING5 years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $234,960 |
NEUBERGER BERMAN5 years Service code 28 · EIN 61-1591182 | Investment Management | $33,781 |
MFS INVESTMENT MANAGEMENT4 years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $22,528 |
LOOMIS SAYLES5 years Service code 28 · EIN 04-3200030 | Investment Management | $19,257 |
ALLSPRING1 year Filed as: ALLSPRING MID CAP VALUE Service code 28 · EIN 94-3382001 | Investment Management | $13,737 |
BLACKROCK2 years Filed as: BLACKROCK MCG Service code 28 · EIN 32-0174431 | Investment Management | $9,715 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,915-100.0% | $319,010-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.5%-44.5pp |
| Annual return | -14.90% | 12.39%-27.3pp | 10.22%-25.1pp | -14.65%-0.3pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,198-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |