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 MELLON9+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $578,712 |
NATIONAL MEDICAL CARE, INC.9+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $264,605 |
BUCK GLOBAL, LLC6 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $201,457 |
WITHUMSMITH+BROWN, PC7 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $52,000 |
SMART SOURCE LLC8 years Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Copying and duplicating; Other services | $20,080 |
PENSION BENEFIT INFORMATION3 years Filed as: PENSION BENEFIT INFOFORMATION LLC Service code 49 · EIN 94-2856521 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $7,740 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 9.48% | 9.71%-0.2pp | 32.33%-22.8pp | 9.11%+0.4pp |
| Employer contribution / active EE | $1,516 | $7,317-79.3% | $33,964-95.5% | $12,231-87.6% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |