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 |
|---|---|---|
WILSHIRE ASSOCIATES INCORPORATED6+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $379,884 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $147,510 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $115,665 |
GENESIS ASSET MANAGERS LLP6+ years Filed as: GENESIS Service code 28 · EIN 22-3163872 | Investment Management | $76,540 |
MARATHON ASSET MANAGEMENT3 years Filed as: MARATHON-LONDON GROUP TRUST Service code 28 · EIN 95-4328983 | Investment Management | $62,929 |
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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 | $8,161,284-100.0% | $2,066,441-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 0.6%-0.6pp |
| Annual return | 14.42% | 11.11%+3.3pp | 10.57%+3.8pp | 11.45%+3.0pp |
| Employer contribution / active EE | $4,772 | $4,670+2.2% | $18,335-74.0% | $17,219-72.3% |
| Participant deferral / active EE | $0 | $103-100.0% | $5-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $34,116-100.0% | $8,713-100.0% | $15,480-100.0% |