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 SACHS3 years Filed as: STAFFORD CAPITAL PARTNERS Service code 28 · EIN 85-4023162 | Investment Management | $1,107,352 |
INVESCO4 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $978,083 |
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $684,638 |
FRANKLIN TEMPLETON2 years Filed as: FRANKLIN ADVISERS, INC. Service code 28 · EIN 94-2990534 | Investment Management | $621,001 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $581,539 |
Filed as: FIDELITY INST ASSET MGMT TRUST CO Service code 28 · EIN 20-2159373 | Investment Management | $536,890 |
DELAWARE INVESTMENTS4 years Filed as: MACQUARIE INV. MANAGEMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $492,664 |
GAMCO ASSET MANAGEMENT4 years Filed as: GAMCO ASSET MANAGEMENT, INC. Service code 28 · EIN 13-4044521 | Investment Management | $491,750 |
RIDGEWORTH3 years Filed as: NFJ INVESTMENT GROUP, LLC Service code 27 · EIN 35-2700930 | Advisory (Plan) | $460,328 |
THE BANK OF NEW YORK MELLON5 years Service code 21 · EIN 13-5160382 | Bank Trustee | $441,075 |
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 | $13,363-100.0% | $2,703,652-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 7.7%-7.7pp | 2.2%-2.2pp |
| Annual return | 15.16% | 9.11%+6.1pp | 7.26%+7.9pp | 9.11%+6.1pp |
| Employer contribution / active EE | $3,332 | $12,231-72.8% | $34,949-90.5% | $12,231-72.8% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $86-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | - | $125-100.0% |