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 MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $884,313 |
BUCK GLOBAL, LLC2 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $564,010 |
NATIONAL MEDICAL CARE, INC.5+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $260,207 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $38,215 |
SMART SOURCE LLC4 years Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Copying and duplicating; Other services | $17,421 |
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 | $428,620-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 12.68% | 1023.85%-1011.2pp | 20.73%-8.0pp | 1023.85%-1011.2pp |
| Employer contribution / active EE | $0 | $11,605-100.0% | $36,503-100.0% | $11,605-100.0% |
| Participant deferral / active EE | $0 | $275-100.0% | $77-100.0% | $275-100.0% |
| Admin fee / account holder | $0 | $0 | $7,495-100.0% | - |