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.2+ years Filed as: BLUE CROSS AND BLUE SHIELD ASSOC. Service code 14 · EIN 13-5656874 | Plan Administrator | $396,000 |
TEMPLETON & COMPANY LLP2+ years Filed as: TEMPLETON RETIREMENT Service code 28 · EIN 94-3385113 | Investment Management | $350,671 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 25 · EIN 36-4561860 | Directed Trustee | $309,510 |
BAILLIE GIFFORD OVERSEAS LTD2+ years Filed as: BAILLIE GIFFORD Service code 28 · EIN 22-3438530 | Investment Management | $266,903 |
WEDGE CAPITAL MANAGEMENT2+ years Filed as: WEDGE CAPITAL Service code 28 · EIN 56-1557450 | Investment Management | $158,501 |
COLUMBUS CIRCLE INVESTORS2+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 06-1404803 | Investment Management | $130,455 |
BLUE SHIELD OF CALIFORNIA2+ years Service code 13 · EIN 94-0360524 | Contract Administrator | $104,396 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK ROCK FINANCIAL Service code 28 · EIN 13-3806691 | Investment Management | $88,549 |
ARMANINO LLP2+ years Service code 10 · EIN 94-6214841 | Accounting | $28,800 |
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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 | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.91% | 6.13%+1.8pp | 4.74%+3.2pp | 9.19%-1.3pp |
| Employer contribution / active EE | $8,087 | $10,206-20.8% | $36,089-77.6% | $12,608-35.9% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |