Filed April 30, 2009 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1928058 | Actuarial | $167,250 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON LONDON INTERNATIONAL Service code 28 · EIN 22-3321401 | Investment Management | $72,012 |
Service code 28 · EIN 94-2661270 | Investment Management | $47,582 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA CORPORATION Service code 21 · EIN 56-0906609 | Bank Trustee | $47,016 |
INCOME RESEARCH & MANAGEMENT1+ years Filed as: INCOME AND RESEARCH MANAGEMENT Service code 28 · EIN 04-4955404 | Investment Management | $35,786 |
Service code 28 · EIN 90-6110063 | Investment Management | $30,075 |
CHIMENTO AND WEBB PC1+ years Filed as: CHIMENTO AND WEBB Service code 29 · EIN 47-1507939 | Legal | $17,329 |
BAKER NEWMAN NOYES1+ years Service code 10 · EIN 01-0494526 | Accounting | $11,490 |
KALMAR INVESTMENTS1+ years Service code 28 · EIN 51-0261641 | Investment Management | $8,356 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.45% | 4.01%-6.5pp | -2.01%-0.4pp | 1.67%-4.1pp |
| Employer contribution / active EE | $7,471 | $6,352+17.6% | $34,453-78.3% | $10,506-28.9% |
| Participant deferral / active EE | $1,494 | $452+230.5% | $34+4308.8% | $1,562-4.3% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |