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 MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $770,560 |
NATIONAL MEDICAL CARE, INC.4+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $261,763 |
CONDUENT HR CONSULTING, LLC2 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $49,977 |
BUCK GLOBAL, LLC1 year Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $45,028 |
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $42,000 |
SMART SOURCE LLC3 years Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Copying and duplicating; Other services | $21,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -3.97% | 16.96%-20.9pp | -102.04%+98.1pp | 73.13%-77.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $36,232-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $0 | $110-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |