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 CONSULTING6 years Service code 11 | Actuarial | $546,145 |
WILSHIRE ASSOCIATES INCORPORATED8+ years Filed as: WILSHIRE ASSOCIATES Service code 16 · EIN 95-2755361 | Consulting | $428,146 |
THE BANK OF NEW YORK MELLON6 years Service code 18 · EIN 13-5160382 | Other fees; Custodial (securities); A... | $359,281 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $129,679 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $125,800 |
GENESIS ASSET MANAGERS LLP8+ years Filed as: GENESIS Service code 28 · EIN 22-3163872 | Investment Management | $56,075 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MANAGEMENT LLP Service code 28 · EIN 04-3237387 | Investment Management | $33,712 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $75,030-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.9%-5.9pp | 5.6%-5.6pp |
| Annual return | -21.31% | -5.85%-15.5pp | -2.63%-18.7pp | 39.82%-61.1pp |
| Employer contribution / active EE | $1,149 | $11,714-90.2% | $29,813-96.1% | $19,980-94.2% |
| Participant deferral / active EE | $0 | $18-100.0% | $8-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $838-100.0% | $62-100.0% |