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 ADVISORS2+ years Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $1,024,340 |
FID INV INST OPS CO2+ years Service code 50 · EIN 04-2647786 | Direct Payment | $515,174 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $230,730 |
ERNST & YOUNG LLP2+ 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 | Insurance services; Other insurance f... | $17,385 |
PINNACLE ASSOCIATES GP, LLC2+ years Filed as: PINNACLE ASSET GP, LLC Service code 28 · EIN 13-3933586 | Investment Management | $0 |
PINNACLE ASSET MANAGEMENT LP2+ years Filed as: PINNACLE ASSET MGMT LP Service code 25 · EIN 71-0937676 | Directed Trustee | $0 |
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 | $57,821-100.0% | $500,101-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 21.3%-21.3pp | 5.5%-5.5pp |
| Annual return | 8.41% | 5.86%+2.5pp | 2.08%+6.3pp | 5.86%+2.5pp |
| Employer contribution / active EE | $0 | $10,137-100.0% | $47,324-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $492-100.0% | $78-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $1,916-100.0% | $387-100.0% |