Filed March 31, 2009 (most recent of 3 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $184,180 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 19 · EIN 26-4310632 | Securities Custodian | $83,737 |
FIRST STATE TRUST COMPANY10+ years Service code 21 · EIN 13-3124172 | Bank Trustee | $21,793 |
Filed as: BARINGS LLC Service code 59 · EIN 46-3133952 | Shareholder Servicing | $0 |
THE CARLYLE GROUP2 years Filed as: CARLYLE TACTICLE PRIVATE CREDITFUND Service code 59 P.O.BOX 219895 · KANSAS CITY, MO 641219895 | Shareholder Servicing | $0 |
AB FUNDS1 year Filed as: JP MORGAN LARGE CAP GROWTH Service code 59 270 PARK AVE. · NEW YORK, NY 10017 | Shareholder Servicing | $0 |
Service code 59 · EIN 98-1007715 | Shareholder Servicing | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $116,914-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 11.0%-11.0pp |
| Annual return | 8.39% | 6.95%+1.4pp | 8.92%-0.5pp | 8.21%+0.2pp |
| Employer contribution / active EE | $19,929 | $9,078+119.5% | $24,457-18.5% | $13,841+44.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $14-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $692-100.0% | $1,652-100.0% |