Filed February 5, 2010 (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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $201,732 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $135,620 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $80,107 |
Service code 29 · EIN 57-0215445 | Legal | $23,761 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY ASSET MANAGEMENT Service code 28 · EIN 04-3404987 | Investment Management | $17,231 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $14,330 |
TIMES SQUARE CAPITAL MANAGEMENT4+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT,LLC Service code 28 · EIN 20-1665304 | Investment Management | $7,057 |
Service code 10 · EIN 06-1648707 | Accounting | $5,219 |
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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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -8.21% | 7.01%-15.2pp | 12.68%-20.9pp | 0.19%-8.4pp |
| Employer contribution / active EE | $7,547 | $12,638-40.3% | $22,860-67.0% | $13,763-45.2% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |