Filed June 30, 1997
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 |
|---|---|---|
NOTTINGHAM ADVISORS1 year Filed as: NOTTINGHAM TRUST Service code 19 · EIN 16-1213679 | Securities Custodian | $14,450 |
IRONWOOD CAPITAL MANAGEMENT8 years Filed as: IRONWOOD CAPITAL MANAGMENT Service code 49 · EIN 02-7333624 | Other Services | $0 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $0 |
SKYBRIDGE CAPITAL10+ years Filed as: SKYBRIDGE Service code 49 · EIN 05-1043275 | Other Services | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 25.43% | 8.12%+17.3pp | 8.06%+17.4pp | 13.05%+12.4pp |
| Employer contribution / active EE | $0 | $44,127-100.0% | $42,627-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |