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 |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $163,261 |
PIMCO FUNDS6+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $47,608 |
COLUMBIA2 years Service code 27 · EIN 36-3376651 225 FRANKLIN · ST BOSTON, MA 021102804 | Advisory (Plan) | $22,094 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $12,154 |
ROBECO INVESTMENT MANAGEMENT6+ years Filed as: ROBECO WPG MID Service code 27 111 SOUTH WACKER DR 34TH FL · CHICAGO, IL 60606 | Advisory (Plan) | $10,886 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS SPECIAL US SCV Service code 27 400 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $8,943 |
EAGLE SMALL CAP GROWTH6+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Advisory (Plan) | $7,799 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 27 · EIN 98-0038240 | Advisory (Plan) | $7,483 |
INVESCO6+ years Filed as: AIM INTERNATIONAL ADR GROWTH Service code 27 430 W 7TH STREET · KANSAS CITY, KS 64105 | Advisory (Plan) | $6,859 |
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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 | $409,661-100.0% | $91,826-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 1.7%-1.7pp |
| Annual return | 10.40% | 20.91%-10.5pp | 793.01%-782.6pp | 627.08%-616.7pp |
| Employer contribution / active EE | $35,229 | $11,580+204.2% | $27,004+30.5% | $18,824+87.2% |
| Participant deferral / active EE | $0 | $179-100.0% | $154-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $4,239-100.0% | $1,923-100.0% |