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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | - | - |