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 CONSULTING2 years Service code 14 · EIN 22-2232264 | Plan Administrator | $705,375 |
WILSHIRE ASSOCIATES INCORPORATED4+ years Filed as: WILSHIRE ASSOCIATES Service code 28 · EIN 95-2755361 | Investment Management | $232,251 |
THE BANK OF NEW YORK MELLON2 years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $187,447 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 33-1013896 | Investment Mgmt Fees | $105,185 |
GENESIS ASSET MANAGERS LLP4+ years Filed as: GENESIS Service code 28 · EIN 98-0425770 | Investment Management | $75,237 |
Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 22-3163872 | Investment Management | $65,375 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 28 · EIN 36-2723087 | Investment Management | $12,589 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -6.61% | -1.21%-5.4pp | -0.41%-6.2pp | 0.19%-6.8pp |
| Employer contribution / active EE | $22,648 | $10,104+124.1% | $15,396+47.1% | $13,763+64.6% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |