Filed April 18, 2014 (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.
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| Provider | Service type | Compensation |
|---|---|---|
MEKETA INVESTMENT GROUP1+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $105,000 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,590 |
BLITMAN & KING1+ years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $49,650 |
SCHULTHEIS & PANETTIERI, LLP1+ years Service code 10 · EIN 13-1577780 | Accounting | $40,000 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); Cu... | $40,000 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 | Investment Management | $33,667 |
THE BANK OF NEW YORK MELLON1+ years Filed as: STANDISH MELLON ASSET MGT LLC Service code 28 · EIN 25-1890416 | Investment Management | $26,362 |
G A VERDILE LANDSCAPING1+ years Filed as: G & A VERDILE LANDSCAPING Service code 49 · EIN 27-2229230 | Other Services | $24,235 |
REPUBLIC SERVICES1+ years Service code 49 PO BOX 9001099 · LOUISVILLE, KY 40290 | Other Services | $16,485 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO Service code 19 · EIN 04-1867445 | Securities Custodian | $11,450 |
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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 | $82,591-100.0% | $846,462-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.8%-0.8pp |
| Annual return | -0.34% | 0.06%-0.4pp | -0.81%+0.5pp | -0.60%+0.3pp |
| Employer contribution / active EE | $14,278 | $14,206+0.5% | $38,425-62.8% | $12,272+16.3% |
| Participant deferral / active EE | $0 | $1-100.0% | $315-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,697-100.0% | $717-100.0% |