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 |
|---|---|---|
M. SCADUTO7+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $312,952 |
DAY PITNEY LLP5 years Filed as: DAY PITNEY Service code 29 · EIN 06-0317480 | Legal | $270,603 |
M. KOLLE7+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $139,315 |
R. SCHEER7+ years Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $126,462 |
P. MCSHARRY3 years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $71,517 |
W. CHING5 years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $67,162 |
THE SEGAL COMPANY7+ years Service code 17 · EIN 13-1835864 | Pension Consulting | $63,870 |
T. LOZADA7+ years Service code 30 · EIN 21-2001170 | Employee (plan); Direct payment from ... | $63,563 |
J. GOHU1 year Service code 30 · EIN 11-2001170 | Direct payment from the plan; Employe... | $58,781 |
L. CHARLEY7+ years Service code 30 · EIN 11-2001170 | Employee (plan); Direct payment from ... | $54,788 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,672 | $78,104-31.3% | $82,768-35.2% | $78,104-31.3% |
| Participation rate | 56.9% | 74.5%-17.6pp | 72.6%-15.7pp | 74.5%-17.6pp |
| Annual return | -9.73% | 10.90%-20.6pp | 702.70%-712.4pp | 10.90%-20.6pp |
| Employer contribution / active EE | $320 | $3,128-89.8% | $3,008-89.4% | $3,128-89.8% |
| Participant deferral / active EE | $3,057 | $5,089-39.9% | $4,395-30.4% | $5,089-39.9% |
| Admin fee / account holder | $300 | $79+279.6% | $5,326-94.4% | $79+279.6% |