Filed March 31, 2008 (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.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Other fees; Custodial (securities); I... | $1,351,042 |
FID INV INST OPS CO1+ years Service code 50 · EIN 04-2647786 | Direct Payment | $505,813 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $138,599 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG, LLP Service code 10 · EIN 34-6565596 | Accounting | $100,000 |
Filed as: JONH HANCOCK Service code 23 · EIN 04-1414660 | Other insurance fees and expenses; In... | $19,807 |
ARTHUR BELL CPAS1+ years Service code 10 · EIN 52-1471836 | Accounting | $7,233 |
PINNACLE ASSOCIATES GP, LLC1+ years Filed as: PINNACLE ASSET GP, LLC Service code 28 · EIN 13-3933586 | Investment Management | $0 |
PINNACLE ASSET MANAGEMENT LP1+ years Filed as: PINNACLE ASSET MGMT LP Service code 25 · EIN 71-0937676 | Directed Trustee | $0 |
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 | $0 | $177,167-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -2.93% | 3.11%-6.0pp | -2.52%-0.4pp | 3.11%-6.0pp |
| Employer contribution / active EE | $0 | $9,361-100.0% | $82,375-100.0% | $9,361-100.0% |
| Participant deferral / active EE | $0 | $375-100.0% | $201-100.0% | $375-100.0% |
| Admin fee / account holder | $0 | $0 | $1,917-100.0% | - |