Filed June 19, 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.
| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC1+ years Service code 11 · EIN 36-2235791 | Actuarial | $755,931 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $392,251 |
LOOMIS SAYLES1+ years Service code 28 · EIN 20-8080381 | Investment Management | $201,925 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN BROTHERS Service code 28 · EIN 13-4973745 | Investment Management | $162,186 |
EATON VANCE1+ years Filed as: EATON VANCE TRUST COMPANY Service code 28 · EIN 20-2074728 | Investment Management | $130,499 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $89,935 |
DELOITTE & TOUCHE LLP1+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $81,450 |
BLACKROCK1+ years Filed as: ISHARES MSCI EAFE ETF Service code 28 · EIN 94-3401419 | Investment Management | $71,683 |
FISHER INVESTMENTS1+ years Service code 28 · EIN 20-2489800 | Investment Management | $65,558 |
Service code 28 · EIN 23-3095938 | Investment Management | $63,017 |
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 | $82,591-100.0% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | 0.67% | -1.96%+2.6pp | -2.79%+3.5pp | -0.60%+1.3pp |
| Employer contribution / active EE | $7,661 | $11,651-34.2% | $39,327-80.5% | $12,272-37.6% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |