Filed January 28, 2013 (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 |
|---|---|---|
SEI INVESTMENTS3+ years Filed as: JOHN W. BRISTOL & CO., INC. Service code 28 48 WALL STREET · NEW YORK, NY 10005 | Investment Management | $20,839 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Service code 28 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $12,588 |
SEG PARTNERS II, L.P.3+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $10,362 |
HARDING LOEVNER LP1 year Filed as: HARDING LOEVNER Service code 28 400 CROSSING BLVD · BRIDGEWATER, CT 08807 | Investment Management | $9,113 |
NEUBERGER BERMAN2 years Service code 28 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $8,229 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 26-4310632 | Investment Management | $7,500 |
COHO PARTNERS, LTD.3+ years Service code 28 300 BERWYN PARK · BERWYN, PA 19312 | Investment Management | $6,454 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 11 · EIN 06-1050034 280 TRUMBULL STREET · HARTFORD, CT 06103 | Actuarial | $5,722 |
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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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | 9.36% | 1.95%+7.4pp | -0.33%+9.7pp | 10.56%-1.2pp |
| Employer contribution / active EE | $0 | $13,608-100.0% | $25,782-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $838-100.0% | $928-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |