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.
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| 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 |
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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% | $628,955-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 11.0%-11.0pp |
| Annual return | 6.96% | 9.06%-2.1pp | 8.13%-1.2pp | 8.21%-1.2pp |
| Employer contribution / active EE | $0 | $13,463-100.0% | $42,632-100.0% | $13,842-100.0% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $12,760-100.0% | $1,652-100.0% |