Filed May 20, 1992
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 |
|---|---|---|
BLUE CHIP RETIREMENT PLANS, INC.10+ years Filed as: BLUE CROSS AND BLUE SHIELD ASSOC. Service code 14 · EIN 13-5656874 | Plan Administrator | $1,135,558 |
ACADIAN ASSET MANAGEMENT LLC6 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $224,164 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-4561860 | Directed Trustee | $207,437 |
INCOME RESEARCH & MANAGEMENT6 years Filed as: INCOME RESEARCH AND MANAGEMENT INC. Service code 21 · EIN 04-2955404 | Bank Trustee | $155,409 |
BAILLIE GIFFORD OVERSEAS LTD10+ years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $147,900 |
BLACKROCK4 years Filed as: BLACKROCK FINANCIAL MANAGEMENT, INC Service code 28 · EIN 13-3806691 | Investment Management | $137,588 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC Service code 28 · EIN 13-2700161 | Investment Management | $45,060 |
ARMANINO LLP10+ years Service code 10 · EIN 94-6214841 | Accounting | $42,179 |
BLUE SHIELD OF CALIFORNIA10+ years Service code 13 · EIN 94-0360524 | Contract Administrator | $31,407 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 3.61% | 5.34%-1.7pp | 9.14%-5.5pp | 9.30%-5.7pp |
| Employer contribution / active EE | $6,559 | $9,329-29.7% | $40,523-83.8% | $12,551-47.7% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |