Filed October 31, 1995 (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 |
|---|---|---|
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $370,941 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS REALTY INVESTORS Service code 28 · EIN 06-1452020 | Investment Management | $356,547 |
BROOKFIELD REAL ESTATE FUNDS5 years Service code 52 · EIN 61-1855502 | Indirect Investment Fees | $224,665 |
THE BANK OF NEW YORK MELLON10+ years Filed as: MELLON TRUST Service code 21 · EIN 04-1107280 | Bank Trustee | $209,126 |
Service code 51 · EIN 20-8058531 | Investment Mgmt Fees | $207,068 |
WELLINGTON TRUST COMPANY10+ years Filed as: WELLINGTON TRUST RESEARCH EQUITY Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $188,252 |
COMVEST CAPITAL IV LP3 years Filed as: COMVEST CAPITAL IV Service code 28 · EIN 81-3400746 | Investment Management | $173,516 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH+MGMT, LONG DURATION Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $166,641 |
NEPC, LLC10+ years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
INCOME RESEARCH & MANAGEMENT4 years Filed as: INCOME RESEARCH+MGMT, INTER CREDIT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $134,746 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 0.37% | 5.34%-5.0pp | 9.17%-8.8pp | 9.30%-8.9pp |
| Employer contribution / active EE | $1,397 | $9,329-85.0% | $40,523-96.6% | $12,551-88.9% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |