Filed December 28, 1992
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $201,000 |
BOSTON PARTNERS2 years Service code 27 · EIN 04-3157927 | Advisory (Plan) | $7,567 |
PGIM INVESTMENTS10+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $7,484 |
COLUMBIA6 years Service code 27 · EIN 36-3376651 225 FRANKLIN · ST BOSTON, MA 021102804 | Advisory (Plan) | $5,721 |
EAGLE SMALL CAP GROWTH10+ years Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, IL 33716 | Advisory (Plan) | $5,119 |
ALLSPRING3 years Service code 27 400 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $5,098 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 27 · EIN 98-0038240 | Advisory (Plan) | $4,777 |
INVESCO4 years Service code 27 3500 LACEY ROAD · DOWNERS GROVE, IL 60515 | Advisory (Plan) | $4,138 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 4.68% | 7.22%-2.5pp | 6.70%-2.0pp | 8.21%-3.5pp |
| Employer contribution / active EE | $30,858 | $12,542+146.0% | $25,217+22.4% | $13,841+123.0% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |