Filed November 20, 1990
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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $348,946 |
INVESCO1+ years Filed as: INVESCO CAPITAL MANAGEMENT Service code 28 · EIN 58-1707262 | Investment Management | $220,593 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $160,672 |
MERCER1+ years Service code 28 · EIN 13-2834414 | Investment Management | $124,815 |
Filed as: VOYA FINANCIAL Service code 15 · EIN 71-0294708 | Recordkeeping | $112,900 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $90,311 |
GRANT THORNTON LLP1+ years Service code 10 · EIN 36-6055558 | Accounting | $23,350 |
VERNON CONSULTING1+ years Service code 26 · EIN 26-3915791 | Advisory (Participants) | $13,560 |
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 | $155,855 | $128,472+21.3% | $81,367+91.5% | $59,188+163.3% |
| Participation rate | 100.0% | 92.5%+7.5pp | 82.3%+17.7pp | 69.4%+30.6pp |
| Annual return | -0.38% | 1.24%-1.6pp | -0.92%+0.5pp | 5.51%-5.9pp |
| Employer contribution / active EE | $6,080 | $3,689+64.8% | $3,930+54.7% | $2,098+189.8% |
| Participant deferral / active EE | $8,961 | $6,963+28.7% | $5,383+66.5% | $3,265+174.5% |
| Admin fee / account holder | $269 | $71+277.3% | $8,926-97.0% | $92+191.8% |