Filed May 26, 2004
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.
| Provider | Service type | Compensation |
|---|---|---|
SCHULTE ROTH & ZABEL LLP2 years Filed as: SCHULTE ROTH & ZABEL Service code 29 · EIN 13-2633996 | Legal | $802,320 |
Filed as: VOYA FINANCIAL, INC. Service code 13 · EIN 52-1222820 | Contract Administrator | $330,927 |
CIRS EMPLOYEE 11 year Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $201,176 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 2 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $122,074 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 3 Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $101,344 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 4 Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $94,753 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 5 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $81,000 |
NEPC, LLC1 year Filed as: NEPC LLC Service code 16 · EIN 26-1429809 | Consulting | $71,190 |
PKF O'CONNOR DAVIES, LLP10+ years Service code 10 · EIN 27-1728945 | Accounting | $67,500 |
CIRS EMPLOYEE 11 year Filed as: CIRS EMPLOYEE 6 Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $65,760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,868 | $95,216-23.5% | $136,867-46.8% | $95,216-23.5% |
| Participation rate | 44.2% | 86.5%-42.2pp | 74.5%-30.3pp | 86.5%-42.2pp |
| Annual return | 9.25% | 11.45%-2.2pp | 42.97%-33.7pp | 11.45%-2.2pp |
| Employer contribution / active EE | $365 | $4,418-91.7% | $3,547-89.7% | $4,418-91.7% |
| Participant deferral / active EE | $3,087 | $4,181-26.2% | $4,924-37.3% | $4,181-26.2% |
| Admin fee / account holder | $392 | $189+107.3% | $10,340-96.2% | $189+107.3% |