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 INCORPORATED7+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $239,038 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $152,083 |
THE BANK OF NEW YORK MELLON5 years Service code 18 · EIN 13-5160382 | Account maintenance fees; Direct paym... | $131,094 |
WESTERN ASSET MANAGEMENT COMPANY7+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $91,861 |
GENESIS ASSET MANAGERS LLP7+ years Filed as: GENESIS Service code 28 · EIN 22-3163872 | Investment Management | $78,344 |
Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 04-3237387 | Investment Management | $37,197 |
Filed as: MARATHON ASSET MANAGEMENT LIMITED Service code 21 · EIN 98-1669899 | Bank Trustee | $13,564 |
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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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 4.32% | 8.50%-4.2pp | 11.38%-7.1pp | 13.24%-8.9pp |
| Employer contribution / active EE | $6,033 | $9,057-33.4% | $18,467-67.3% | $14,616-58.7% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |