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 |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $173,975 |
PIMCO FUNDS8+ years Filed as: ALLIANZ PIMCO Service code 27 1633 BROADWAY · NEW YORK, NY 10019 | Advisory (Plan) | $51,926 |
COLUMBIA4 years Service code 27 · EIN 36-3376651 225 FRANKLIN · ST BOSTON, MA 021102804 | Advisory (Plan) | $23,693 |
CURTIS BLAKELY & CO.1 year Filed as: CURTIS MALLETT Service code 27 101 PARK AVENUE · NEW YORK, CA 10178 | Advisory (Plan) | $16,126 |
Filed as: MARTIN CURRIE GLOBAL EM Service code 27 · EIN 98-0038240 | Advisory (Plan) | $13,184 |
PGIM INVESTMENTS8+ years Filed as: JENNISON ASSOCIATES Service code 27 466 LEXINGTON AVENUE · NEW YORK, NY 10017 | Advisory (Plan) | $11,059 |
ALLSPRING1 year Service code 27 400 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $10,587 |
BOSTON PARTNERS2 years Filed as: BOSTON Service code 27 · EIN 04-3157927 | Advisory (Plan) | $10,356 |
INVESCO2 years Service code 27 3500 LACEY RD · DOWNERS GROVE, IL 60515 | Advisory (Plan) | $8,223 |
EAGLE SMALL CAP GROWTH8+ years Service code 27 880 CARILLON PARKWAY · ST. PETERSBURG, IL 33716 | Advisory (Plan) | $6,364 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -14.00% | -15.49%+1.5pp | -4.80%-9.2pp | 39.77%-53.8pp |
| Employer contribution / active EE | $5,836 | $9,399-37.9% | $30,897-81.1% | $19,959-70.8% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |