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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $478,510 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: JP MORGAN Service code 28 P.O. BOX 27169 · NEW YORK, NY 10087 | Investment Management | $96,188 |
WILLIS TOWERS WATSON US LLC3 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Actuarial | $89,935 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $84,716 |
EARNEST PARTNERS, LLC2 years Service code 28 · EIN 58-2386669 1180 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $72,136 |
US BANK4+ years Service code 21 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Bank Trustee | $48,970 |
SQUAR MILNER LLP3 years Filed as: SQUAR MILNER Service code 10 · EIN 33-0835986 4100 NEWPORT PLACE DRIVE · NEWPORT BEACH, CA 92660 | Accounting | $14,900 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 3.64% | 16.06%-12.4pp | 12.90%-9.3pp | 53.27%-49.6pp |
| Employer contribution / active EE | $6,091 | $22,650-73.1% | $53,929-88.7% | $14,774-58.8% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |