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 MELLON10+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $579,300 |
NATIONAL MEDICAL CARE, INC.10+ years Service code 35 · EIN 04-2835488 | Employee (plan sponsor) | $267,631 |
BUCK GLOBAL, LLC7 years Service code 11 420 LEXINGTON AVENUE, SUITE 2220 · NEW YORK, NY 10170 | Actuarial | $138,638 |
WITHUMSMITH+BROWN, PC8 years Filed as: WITHUMSMITH+BROWN,PC Service code 10 · EIN 22-2027092 | Accounting | $64,480 |
SMART SOURCE LLC9 years Filed as: SMART SOURCE OF BOSTON, LLC Service code 36 · EIN 20-3987455 | Other services; Copying and duplicating | $20,883 |
PENSION BENEFIT INFORMATION4 years Filed as: PENSION BENEFIT INFOFORMATION LLC Service code 49 · EIN 94-2856521 333 SOUTH SEVENTH STREET, SUITE 240 · MINNEAPOLIS, MN 55402 | Other Services | $7,904 |
LEXIS NEXIS1 year Filed as: LEXISNEXIS Service code 13 28330 NETWORK PLACE · CHICAGO, IL 660731283 | Contract Administrator | $5,820 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 0.85% | 5.48%-4.6pp | 9.82%-9.0pp | 9.30%-8.5pp |
| Employer contribution / active EE | $16,296 | $9,127+78.6% | $30,322-46.3% | $12,551+29.8% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |