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.
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| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $644,823 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $329,410 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN BROTHERS Service code 28 · EIN 13-4973745 | Investment Management | $147,939 |
LOOMIS SAYLES2+ years Service code 28 · EIN 20-8080381 | Investment Management | $134,484 |
EATON VANCE2+ years Filed as: EATON VANCE TRUST COMPANY Service code 28 · EIN 20-2074728 | Investment Management | $103,779 |
DELOITTE & TOUCHE LLP2+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $69,973 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $61,733 |
FISHER INVESTMENTS2+ years Service code 28 · EIN 20-2480800 | Investment Management | $59,804 |
WEATHERBIE CAPITAL LLC2+ years Filed as: WEATHERBIE CAPITAL, LLC Service code 28 · EIN 02-0484484 | Investment Management | $52,449 |
BLACKROCK1 year Filed as: BLACKROCK INSTTNL TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $24,332 |
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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 | $35,636-100.0% | $322,681-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.8%-1.8pp |
| Annual return | 3.44% | 3.81%-0.4pp | 4.07%-0.6pp | 7.18%-3.7pp |
| Employer contribution / active EE | $110,843 | $14,300+675.1% | $36,235+205.9% | $13,095+746.5% |
| Participant deferral / active EE | $0 | $38-100.0% | $215-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $7,128-100.0% | $362-100.0% |