Filed February 10, 2005 (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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $654,189 |
DEUTSCHE BANK SECURITIES INC.2+ years Filed as: DEUTSCHE ASSET MANAGEMENT, INC Service code 28 · EIN 13-3241232 | Investment Management | $253,192 |
NATIONAL MEDICAL CARE, INC.2+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $221,259 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Other services; Copying and duplicating | $102,418 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 11 485 LEXINGTON AVENUE · NEW YORK, NY 100172630 | Actuarial | $102,250 |
WITHUMSMITH+BROWN, PC2+ years Filed as: WITHUMSMITHBROWN,PC Service code 10 · EIN 22-2027092 155 SEAPORT BOULEVARD · BOSTON, MA 02210 | Accounting | $45,500 |
LEXIS NEXIS1 year Filed as: LEXISNEXIS RISK DATA MANAGEMENT, IN Service code 65 · EIN 65-0852445 | Account Maintenance | $11,424 |
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.
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 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 | $53,539-100.0% | $219,466-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 19.1%-19.1pp | 44.6%-44.6pp | 5.5%-5.5pp |
| Annual return | 2.83% | 10.84%-8.0pp | 5.00%-2.2pp | 5.86%-3.0pp |
| Employer contribution / active EE | $0 | $5,136-100.0% | $35,918-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $464-100.0% | $75-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $531-100.0% | $13,204-100.0% | $387-100.0% |