Filed June 1, 1995 (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 |
|---|---|---|
MONTICELLO ASSOCIATES2+ years Service code 16 · EIN 84-1205635 | Consulting | $190,000 |
Service code 28 · EIN 36-7045783 | Investment Management | $188,628 |
AMERICAN FUNDS2+ years Filed as: CAPITAL GUARDIAN TRUST Service code 28 · EIN 95-6977441 333 SOUTH HOPE ST. · LOS ANGELES, CA 90071 | Investment Management | $112,129 |
FORTRESS2+ years Filed as: FORTRESS CREDIT OPPORTUNITIES Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $62,698 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $61,891 |
Service code 28 · EIN 90-0365238 | Investment Management | $23,742 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 11.92% | 12.40%-0.5pp | 10.16%+1.8pp | 23.90%-12.0pp |
| Employer contribution / active EE | $9,808 | $8,748+12.1% | $33,192-70.5% | $16,539-40.7% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |