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 4-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) | $71,468 |
AON CONSULTING1+ years Filed as: AON CONSULTING,INC. Service code 11 · EIN 22-2232264 | Actuarial | $65,358 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-3200030 | Investment Management | $8,732 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INVESTMENT Service code 28 · EIN 04-6551722 | Investment Management | $8,683 |
CAMBIAR INVESTORS LLC1+ years Filed as: CAMBIAR INTERNATIONAL Service code 28 · EIN 84-1596610 | Investment Management | $5,318 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $377,855-100.0% | $375,279-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 0.00% | 9.94%-9.9pp | 9.78%-9.8pp | 9.30%-9.3pp |
| Employer contribution / active EE | $67,200 | $49,417+36.0% | $46,882+43.3% | $43,748+53.6% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |