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 LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $659,562 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $348,976 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN BROTHERS Service code 28 · EIN 13-4973745 | Investment Management | $165,882 |
CALLAN ASSOCIATES3+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $153,585 |
LOOMIS SAYLES3+ years Service code 28 · EIN 20-8080381 | Investment Management | $145,690 |
EATON VANCE3+ years Filed as: EATON VANCE TRUST COMPANY Service code 28 · EIN 20-2074728 | Investment Management | $127,321 |
DELOITTE & TOUCHE LLP3+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $106,231 |
WEATHERBIE CAPITAL LLC3+ years Filed as: WEATHERBIE CAPITAL, LLC Service code 28 · EIN 02-0484484 | Investment Management | $63,200 |
FISHER INVESTMENTS3+ years Service code 28 · EIN 20-2480800 | Investment Management | $54,406 |
BLACKROCK2 years Filed as: BLACKROCK INSTTNL TRUST CO., N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $29,246 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 11.77% | 11.05%+0.7pp | 12.88%-1.1pp | 23.90%-12.1pp |
| Employer contribution / active EE | $0 | $15,936-100.0% | $40,010-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |