Filed December 28, 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
CREWCIAL PARTNERS4 years Service code 27 · EIN 13-3954297 810 SEVENTH AVENUE, 32ND FLOOR · NEW YORK, NY 10019 | Advisory (Plan) | $108,707 |
BUCK GLOBAL, LLC8 years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3954297 | Actuarial | $68,618 |
HARPER DANESH LLC7 years Service code 11 · EIN 27-3395775 399 ALEXANDER ST · ROCHESTER, NY 14607 | Actuarial | $60,700 |
Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 21111 | Investment Mgmt Fees | $37,044 |
COHN REZNICK LLP1 year Service code 10 · EIN 22-1478099 | Accounting | $29,750 |
WILMINGTON TRUST3 years Service code 21 · EIN 16-0538020 | Bank Trustee | $28,341 |
COVE STREET CAPITAL8 years Service code 28 · EIN 21-5376591 | Investment Management | $23,410 |
AB FUNDS8 years Filed as: COLCHESTER GLOBAL BOND FUND Service code 28 · EIN 13-4099334 | Investment Management | $9,435 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant 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.
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 | $52,198-100.0% | $663,797-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 40.5%-40.5pp | 11.0%-11.0pp |
| Annual return | 6.96% | 9.06%-2.1pp | 8.13%-1.2pp | 8.21%-1.3pp |
| Employer contribution / active EE | $0 | $13,463-100.0% | $42,719-100.0% | $13,837-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $13,741-100.0% | $1,652-100.0% |