Filed October 22, 1997
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 |
|---|---|---|
AON CONSULTING1 year Service code 14 · EIN 22-2232264 | Plan Administrator | $1,087,051 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Filed as: WILSHIRE ASSOCIATES Service code 28 · EIN 95-2755361 | Investment Management | $292,927 |
Service code 18 · EIN 13-5160382 | Custodial (securities); Trustee (bank... | $190,631 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 33-1013896 | Investment Management | $92,946 |
GENESIS ASSET MANAGERS LLP3+ years Filed as: GENESIS Service code 28 · EIN 98-0425770 | Investment Management | $84,363 |
MARATHON ASSET MANAGEMENT3+ years Filed as: MARATHON LONDON Service code 28 · EIN 04-3237387 | Investment Management | $70,689 |
THE BANK OF NEW YORK MELLON2 years Filed as: THE BNY MELLON EMPLOYEES BENE Service code 28 · EIN 25-6078093 | Investment Management | $46,176 |
DENVER INVESTMENTS3+ years Filed as: DENVER INVESTMENT ADVISORS LLC Service code 28 · EIN 84-0954772 | Investment Management | $25,118 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $17,862 |
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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 | $1,723,788-100.0% | $107,664-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 1.9%-1.9pp |
| Annual return | 14.68% | 11.50%+3.2pp | 337.46%-322.8pp | 23.90%-9.2pp |
| Employer contribution / active EE | $9,119 | $12,608-27.7% | $20,191-54.8% | $16,539-44.9% |
| Participant deferral / active EE | $0 | $57-100.0% | $30-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,663-100.0% | $18,975-100.0% |