Filed December 20, 2013 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: SILCHESTER INTERNATIONAL Service code 28 780 3RD AVE · NEW YORK, NY 10017 | Investment Management | $66,706 |
Service code 11 · EIN 13-3689044 | Actuarial | $54,900 |
CAMMACK LARHETTE ADVISORS4+ years Filed as: CAMMACK RETIREMENT GROUP Service code 11 40 WALL STREET · NEW YORK, NY 10005 | Actuarial | $32,667 |
CARON & BLETZER, PLLC4+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $15,800 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON BANK Service code 18 · EIN 02-5065306 | Other fees; Custodial (other than sec... | $10,002 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 3.06% | 12.96%-9.9pp | 20.73%-17.7pp | 16.32%-13.3pp |
| Employer contribution / active EE | $0 | $12,913-100.0% | $36,503-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |