Filed February 21, 2006 (most recent of 2 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $134,522 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-0025081 | Custodial (securities); Investment ma... | $66,356 |
Filed as: GLC DIRECT CREDIT FUND, LP Service code 51 · EIN 38-3971006 | Investment Mgmt Fees | $36,111 |
GRAYCLIFF PARTNERS LP2+ years Filed as: GRAYCLIFF MEZZANINE II PARALLEL LP Service code 28 · EIN 36-4711561 | Investment Management | $26,629 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: CYPRIUM INVESTMENT PARTNERS Service code 52 · EIN 80-0560696 | Indirect Investment Fees | $11,449 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 10.90% | 6.13%+4.8pp | 4.74%+6.2pp | 9.19%+1.7pp |
| Employer contribution / active EE | $16,067 | $10,206+57.4% | $36,089-55.5% | $12,608+27.4% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |