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 LLC4+ years Service code 11 · EIN 36-2235791 | Actuarial | $924,918 |
JPMORGAN INVEST HOLDINGS LLC4+ years Filed as: JP MORGAN CHASE BANK N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $340,626 |
ENTERPRISE BANK & TRUST1 year Filed as: ENTERPRISE BANK AND TRUST (NISA) Service code 21 101 SOUTH HANLEY ROAD · ST. LOUIS, MO 63105 | Bank Trustee | $294,293 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN BROTHERS Service code 28 · EIN 13-4973745 | Investment Management | $157,040 |
DELOITTE & TOUCHE LLP4+ years Filed as: DELOITTE AND TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $117,500 |
LOOMIS SAYLES4+ years Service code 28 · EIN 20-8080381 | Investment Management | $101,993 |
CALLAN ASSOCIATES4+ years Filed as: CALLAN ASSOCIATES INC. Service code 16 · EIN 94-2192581 | Consulting | $77,493 |
EATON VANCE4+ years Filed as: EATON VANCE TRUST COMPANY Service code 28 · EIN 20-2074728 | Investment Management | $24,455 |
WEATHERBIE CAPITAL LLC4+ years Filed as: WEATHERBIE CAPITAL, LLC Service code 28 · EIN 02-0484484 | Investment Management | $21,311 |
FISHER INVESTMENTS4+ years Service code 28 · EIN 20-2480800 | Investment Management | $20,868 |
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 | $18,026,966-100.0% | $336,864-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.8%-27.8pp | 1.8%-1.8pp |
| Annual return | 0.73% | -1.65%+2.4pp | -3.29%+4.0pp | 0.19%+0.5pp |
| Employer contribution / active EE | $0 | $15,083-100.0% | $36,762-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $32-100.0% | $11-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $6,121-100.0% | $426-100.0% |