Filed March 8, 1995
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 |
|---|---|---|
MERRIL LYNCH1+ years Filed as: MERILL LYNCH Service code 21 · EIN 13-5674085 4 WORLD FINANCIAL CTR · NEW YORK, NY 10281 | Bank Trustee | $439,190 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 21 P.O. BOX 27169 · NEW YORK, NY 10087 | Bank Trustee | $83,045 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 10955 VISTA SORRENTO PARKWAY · SAN DIEGO, CA 92130 | Actuarial | $69,663 |
US BANK1+ years Service code 12 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Claims processing | $67,740 |
EARNEST PARTNERS, LLC1+ years Filed as: EARNEST PARTNERS LLC Service code 21 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Bank Trustee | $55,054 |
SQAUR MILNER1+ years Service code 10 · EIN 33-0835986 4100 NEWPORT PLACE DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $13,700 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT INFO Service code 99 P.O. BOX 10308 · SAN RAFAEL, CA 94912 | Other Fees | $310 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,045-100.0% | $108,745-100.0% | $63,975-100.0% |
| Participation rate | 0.0% | 81.9%-81.9pp | 77.7%-77.7pp | 71.1%-71.1pp |
| Annual return | -3.92% | 18.14%-22.1pp | 46.22%-50.1pp | 48.65%-52.6pp |
| Employer contribution / active EE | $13,070 | $2,651+393.1% | $3,323+293.3% | $2,182+499.1% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $5,121-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $6,144-100.0% | $70-100.0% |