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 CONSULTING4+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $105,022 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 27 · EIN 56-0906609 | Advisory (Plan) | $87,040 |
LOOMIS SAYLES4+ years Service code 28 · EIN 04-3200030 | Investment Management | $12,692 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $12,137 |
ALLSPRING3 years Filed as: ALLSPRING MID CAP VALUE Service code 28 · EIN 94-3382001 | Investment Management | $8,364 |
BLACKROCK3 years Filed as: BLACKROCK MCG Service code 28 · EIN 32-0174431 | Investment Management | $7,671 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 11.07% | 8.10%+3.0pp | 8.04%+3.0pp | 13.05%-2.0pp |
| Employer contribution / active EE | $262,857 | $44,198+494.7% | $42,693+515.7% | $37,664+597.9% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |