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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $51,875 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CFAS LLC Service code 11 · EIN 47-4009638 | Actuarial | $38,805 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON BANK Service code 18 · EIN 02-5065306 | Custodial (other than securities); Ot... | $25,298 |
NATIONAL FINANCIAL SERVICES6 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,118-100.0% | $247,553-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.4%-50.4pp | 12.4%-12.4pp |
| Annual return | 6.02% | 10.14%-4.1pp | 32.33%-26.3pp | 9.89%-3.9pp |
| Employer contribution / active EE | $0 | $16,236-100.0% | $33,964-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $71-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |