Filed August 19, 2008 (most recent of 4 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 |
|---|---|---|
Filed as: RUTABEGA CAPITAL MANAGEMENT Service code 28 · EIN 04-3451870 | Investment Management | $20,051 |
MERCER1 year Filed as: MERCER (US), INC. Service code 16 · EIN 13-2834414 | Consulting | $13,802 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN INVESTMENT ADVISORY, INC. Service code 28 · EIN 52-1952888 | Investment Management | $12,058 |
Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $5,781 |
Service code 28 · EIN 20-8058531 | Investment Management | $5,645 |
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,154-100.0% | $198,173-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 20.8%-20.8pp | 42.0%-42.0pp | 11.3%-11.3pp |
| Annual return | 15.35% | 9.55%+5.8pp | 10.16%+5.2pp | 10.41%+4.9pp |
| Employer contribution / active EE | $134,479 | $14,371+835.8% | $33,192+305.2% | $14,691+815.4% |
| Participant deferral / active EE | $298 | $6+4754.0% | $66+353.1% | $58+412.0% |
| Admin fee / account holder | $0 | $5,973-100.0% | $7,531-100.0% | $2,646-100.0% |