Filed December 30, 1992
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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS, INC Service code 24 · EIN 06-1504963 | Discretionary Trustee | $259,967 |
THE BANK OF NEW YORK MELLON4 years Filed as: TD BANK Service code 18 PO BOX 4007 · CHERRY HILL, NJ 08003 | Custodial (other than securities) | $58,211 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: MORGAN STANLEY Service code 18 · EIN 13-2655998 | Custodial (other than securities) | $50,496 |
PENCHECKS1 year Service code 63 · EIN 33-6134835 | 12b-1 Fees | $12,988 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,771 | $48,744-32.8% | $93,696-65.0% | $199,960-83.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 68.7%+31.3pp | 72.0%+28.0pp |
| Annual return | 18.27% | 15.36%+2.9pp | 133.74%-115.5pp | 34.28%-16.0pp |
| Employer contribution / active EE | $776 | $1,140-31.9% | $2,422-67.9% | $3,036-74.4% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,087-100.0% |
| Admin fee / account holder | $251 | $195+28.8% | $8,287-97.0% | $269-6.6% |