Filed January 28, 2006
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: PENSION BENEFIT GUARANTEE CORP. Service code 73 P. O. BOX 151750 · ALEXANDRIA, VA 223151750 | Other insurance fees and expenses | $1,148,918 |
QCI ASSET MANAGEMENT2+ years Service code 21 40A GROVE STREET · PITTSFORD, NY 14534 | Bank Trustee | $264,418 |
Filed as: JPMORGAN CHASE Service code 51 1 BEACON STREET · BOSTON, MA 02108 | Investment Mgmt Fees | $108,140 |
CITIBANK1 year Filed as: CITIBANK, N.A Service code 51 701 EAST 60TH STREET NORTH · SIOUX FALLS, SD 57104 | Investment Mgmt Fees | $48,770 |
MERCER2+ years Filed as: WILLIAM M. MERCER, INC Service code 11 · EIN 13-2836900 99 HIGH STREET · BOSTON, MA 02110 | Actuarial | $31,750 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 19 1 LINCOLN STREET,FL 1 · BOSTON, MA 02111 | Securities Custodian | $12,722 |
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Annual investment return 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 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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 1.15% | 79.68%-78.5pp | 16.78%-15.6pp | 23.90%-22.7pp |
| Employer contribution / active EE | $5,419 | $21,735-75.1% | $26,328-79.4% | $16,539-67.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |