Filed May 15, 1996 (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 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 50 · EIN 22-2232264 | Direct Payment | $1,316,861 |
RUANNE CUNNIFF AND GOLDFARB1+ years Service code 28 · EIN 13-2628641 | Investment Management | $1,150,238 |
Filed as: PRUDENTIAL LIFE INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $1,052,270 |
PZENA INVESTMENT MANAGEMENT1+ years Filed as: PZENA INTERNATIONAL VALUE FD Service code 28 · EIN 30-6246820 | Investment Management | $913,393 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER AND BERMAN Service code 28 · EIN 13-2864846 | Investment Management | $533,447 |
Filed as: RS INVESTMENTS Service code 28 · EIN 94-3321067 | Investment Management | $521,199 |
WITHUMSMITH+BROWN, PC1+ years Filed as: TWEEDY BROWN CO Service code 28 · EIN 13-3381587 | Investment Management | $493,263 |
CARDINAL CAPITAL MANAGEMENT, LLC1+ years Filed as: CARDINAL CAPITAL MANAGEMENT LLC Service code 28 · EIN 06-1422705 | Investment Management | $464,037 |
ROYCE1+ years Filed as: ROYCE AND ASSOCIATES Service code 28 · EIN 52-2343043 | Investment Management | $459,462 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: EPOCH INVESTMENT PARTNERS INC Service code 28 · EIN 20-1003862 | Investment Management | $373,533 |
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 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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -3.09% | -0.43%-2.7pp | -3.43%+0.3pp | -0.60%-2.5pp |
| Employer contribution / active EE | $52,870 | $10,132+421.8% | $25,607+106.5% | $12,272+330.8% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |