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 MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $934,104 |
NATIONAL MEDICAL CARE, INC.7+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $291,500 |
BUCK GLOBAL, LLC4 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $179,834 |
WITHUMSMITH+BROWN, PC5 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $50,985 |
SMART SOURCE LLC6 years Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Copying and duplicating; Other services | $16,717 |
Filed as: PENSION BENEFIT INFOFORMATION LLC Service code 49 · EIN 94-2856521 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $5,898 |
LEXIS NEXIS1 year Filed as: LEXISNEXIS RISK SOLUTIONS FL Service code 49 28330 NETWORK PLACE, · CHICAGO, IL 60673 | Other Services | $5,040 |
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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 5.15% | 35.98%-30.8pp | 10.75%-5.6pp | 15.63%-10.5pp |
| Employer contribution / active EE | $0 | $8,396-100.0% | $35,170-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $812-100.0% | $82-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |