Filed May 13, 1994 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
GOLDMAN SACHS4 years Filed as: STAFFORD CAPITAL PARTNERS Service code 28 · EIN 85-4023162 | Investment Management | $1,202,243 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $909,423 |
WILLIS TOWERS WATSON US LLC6 years Service code 11 · EIN 53-0181291 | Actuarial | $564,150 |
THE BANK OF NEW YORK MELLON6 years Service code 21 · EIN 13-5160382 | Bank Trustee | $277,845 |
EARNEST PARTNERS, LLC5 years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $253,700 |
INVESCO5 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $173,886 |
FRANKLIN TEMPLETON3 years Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-2990534 | Investment Management | $119,332 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $89,238 |
GAMCO ASSET MANAGEMENT5 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $85,239 |
PAYDEN & RYGEL1 year Service code 28 333 SOUTH GRAND AVENUE · LOS ANGELES, CA 90071 | Investment Management | $73,840 |
Employer contribution per participant 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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 4.83% | 9.30%-4.5pp | 3.39%+1.4pp | 9.30%-4.5pp |
| Employer contribution / active EE | $4,496 | $12,551-64.2% | $31,780-85.9% | $12,551-64.2% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $83-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |