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.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $159,606 |
EATON VANCE3+ years Filed as: EATON VANCE LARGE CAP Service code 27 400 COMPUTER DR · WESTBOROUGH, MA 01581 | Advisory (Plan) | $28,865 |
PIMCO FUNDS3+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $26,603 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $14,277 |
ROBECO INVESTMENT MANAGEMENT3+ years Filed as: ROBECO WPG MID Service code 27 111 SOUTH WACKER DR 34TH FL · CHICAGO, IL 60606 | Advisory (Plan) | $13,009 |
EAGLE SMALL CAP GROWTH3+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $11,801 |
INVESCO3+ years Filed as: AIM INTERNATIONAL ADR GROWTH Service code 27 430 W 7TH STREET · KANSAS CITY, MO 64105 | Advisory (Plan) | $10,086 |
COHEN & STEERS1 year Service code 27 280 PARK AVE · NEW YORK, NY 10017 | Advisory (Plan) | $10,015 |
CAMBIAR INVESTORS LLC3+ years Service code 27 2401 E SECOND AVE · DENVER, CO 80206 | Advisory (Plan) | $9,570 |
CURTIS BLAKELY & CO.2 years Filed as: CURTIS MALLET Service code 27 · EIN 13-2834414 101 PARK AVE · NEW YORK, NY 10178 | Advisory (Plan) | $7,746 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $44,091-100.0% | $180,484-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 4.5%-4.5pp |
| Annual return | 13.59% | 18.28%-4.7pp | 10.53%+3.1pp | 13.95%-0.4pp |
| Employer contribution / active EE | $9,727 | $11,746-17.2% | $29,360-66.9% | $16,598-41.4% |
| Participant deferral / active EE | $0 | $174-100.0% | $54-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $1,273-100.0% | $612-100.0% |