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.
| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $76,097 |
GRAYCLIFF PARTNERS LP2 years Service code 28 · EIN 36-4711561 | Investment Management | $73,594 |
INDEPENDENT FINANCIAL PARTNERS5+ years Filed as: CYPRIUM INVESTMENT PARTNERS Service code 52 · EIN 80-0560696 | Indirect Investment Fees | $40,157 |
GLC DIRECT CREDIT FUND LP4 years Filed as: GLC DIRECT CREDIT FUND, LP Service code 51 · EIN 38-3971006 | Investment Mgmt Fees | $36,987 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 04-0025081 | Investment management fees paid indir... | $9,022 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.41% | 14.29%+2.1pp | 14.64%+1.8pp | 21.83%-5.4pp |
| Employer contribution / active EE | $0 | $12,083-100.0% | $41,831-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |