Filed August 1, 1996
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 |
|---|---|---|
BLACKROCK5 years Filed as: BLACKROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 13-3806691 | Investment Management | $848,205 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $642,750 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; D... | $120,951 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $101,371 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $42,175 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $290,873-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 0.0%0pp |
| Annual return | 20.71% | 8.76%+11.9pp | 7.19%+13.5pp | 8.76%+11.9pp |
| Employer contribution / active EE | $12,739 | $16,664-23.6% | $35,958-64.6% | $16,664-23.6% |
| Participant deferral / active EE | $0 | $948-100.0% | $162-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $1,724-100.0% | - |