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 |
|---|---|---|
COLUMBIA5 years Filed as: COLUMBIA CONTRARIAN CORE INSTL Service code 28 245 SUMMER STREET, FLOOR 3 · BOSTON, MA 02210 | Investment Management | $98,011 |
Filed as: MFS Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 02199 | Investment Management | $27,335 |
ALLSPRING2 years Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $19,281 |
Filed as: CHARTWELL Service code 28 1205 WESTLAKES DR STE 100 · BERWYN, PA 19312 | Investment Management | $19,150 |
Filed as: GRANITE Service code 28 595 MARKET STREET, SUITE 2560 · SAN FRANCISCO, CA 94105 | Investment Management | $17,504 |
BAIRD INSURANCE SERVICES INC4 years Filed as: BAIRD Service code 28 615 E. MICHIGAN ST., THIRD FLOOR · MILWAUKEE, WI 53202 | Investment Management | $17,342 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $14,505 |
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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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 14.48% | 10.30%+4.2pp | 7.69%+6.8pp | 9.11%+5.4pp |
| Employer contribution / active EE | $258 | $9,006-97.1% | $28,501-99.1% | $12,231-97.9% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |