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 |
|---|---|---|
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,030,389 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN TEMPLETON PORTFOLIO ADVSRS Service code 28 · EIN 94-2990534 | Investment Management | $805,310 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $670,469 |
GOLDMAN SACHS1 year Filed as: STAFFORD CAPITAL PARTNERS Service code 28 1717 WEST 6TH STREET, SUITE 234 · AUSTIN, TX 78703 | Investment Management | $605,394 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $601,673 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $583,909 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $581,421 |
THE BANK OF NEW YORK MELLON3 years Service code 21 · EIN 13-5160382 | Bank Trustee | $538,848 |
GAMCO ASSET MANAGEMENT2 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $535,055 |
RIDGEWORTH1 year Filed as: NFJ INVESTMENT GROUP, LLC Service code 28 · EIN 35-2700930 | Investment Management | $490,984 |
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 | $444,552-100.0% | $2,286,405-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 10.5%-10.5pp | 3.7%-3.7pp |
| Annual return | 13.77% | 15.63%-1.9pp | 4.92%+8.8pp | 15.63%-1.9pp |
| Employer contribution / active EE | $17,618 | $11,476+53.5% | $39,114-55.0% | $11,476+53.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $79-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $0 | $429-100.0% |