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 |
|---|---|---|
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $576,127 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMPLETON PORTFOLIO ADVSRS Service code 28 · EIN 94-2990534 | Investment Management | $568,928 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $563,464 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $440,720 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $436,147 |
OFI GLOBAL TRUST COMPANY1 year Service code 28 · EIN 13-3459790 | Investment Management | $402,419 |
ALLIANZ GLOBAL INVESTORS1 year Filed as: ALLIANZGI US Service code 28 · EIN 01-0645160 | Investment Management | $402,081 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INV. MANAGEMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $393,593 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $379,586 |
INVESCO1 year Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $329,543 |
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 | $1,964,387-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.3%-14.3pp | 0.0%0pp |
| Annual return | 16.33% | 12.86%+3.5pp | 21681.50%-21665.2pp | 12.86%+3.5pp |
| Employer contribution / active EE | $21,351 | $13,687+56.0% | $87,430-75.6% | $13,687+56.0% |
| Participant deferral / active EE | $0 | $833-100.0% | $70-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $3,693-100.0% | - |