Filed December 23, 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 |
|---|---|---|
COLUMBIA4 years Filed as: COLUMBIA CONTRARIAN CORE INSTL Service code 28 245 SUMMER STREET, FLOOR 3 · BOSTON, MA 02210 | Investment Management | $111,421 |
SGA INTERNATIONAL4 years Service code 28 100 BAYVIEW CIRCLE · NEWPORT BEACH, CA 92660 | Investment Management | $25,301 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $24,521 |
ALLSPRING1 year Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $24,397 |
Filed as: CHARTWELL Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $22,134 |
BAIRD INSURANCE SERVICES INC3 years Filed as: BAIRD Service code 28 615 E. MICHIGAN ST., THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $20,207 |
Filed as: GRANITE Service code 28 595 MARKET STREET, SUITE 2560 · SAN FRANCISCO, CA 94105 | Investment Management | $18,581 |
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Employer 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 | $2,456,633-100.0% | $213,834-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 1.5%-1.5pp |
| Annual return | -20.18% | 87.23%-107.4pp | -5.12%-15.1pp | 23.41%-43.6pp |
| Employer contribution / active EE | $700 | $12,989-94.6% | $31,020-97.7% | $12,650-94.5% |
| Participant deferral / active EE | $0 | $1,092-100.0% | $101-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $2,852-100.0% | $14,884-100.0% |