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) | $552,775 |
Filed as: TRANSAMERICA Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $141,652 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: JP MORGAN Service code 28 P. O. BOX 27169 · NEW YORK, NY 10087 | Investment Management | $121,291 |
EARNEST PARTNERS, LLC4 years Service code 28 · EIN 58-2386669 1180 PEACHTREET STREET NE · ATLANTA, GA 30309 | Investment Management | $85,612 |
US BANK6+ years Service code 18 · EIN 94-1234979 530 B STREET · SAN DIEGO, CA 92101 | Custodial (other than securities); Cu... | $49,010 |
WILLIS TOWERS WATSON US LLC5 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 4250 EXECUTIVE SQUARE · LA JOLLA, CA 92037 | Actuarial | $29,331 |
MOSS ADAMS LLP1 year Filed as: MOSS ADAMS, LLC Service code 10 · EIN 91-0189318 P.O. BOX 101822 · PASADENA, CA 91189 | Accounting | $16,000 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 35.67% | 9.71%+26.0pp | 4.92%+30.8pp | 13.24%+22.4pp |
| Employer contribution / active EE | $6,073 | $11,854-48.8% | $39,114-84.5% | $14,616-58.5% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |