Filed August 5, 2005 (most recent of 2 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 |
|---|---|---|
AON CONSULTING4+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $641,357 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (directed); Direct payment fr... | $511,967 |
ROTHSCHILD ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2544634 | Investment Management | $430,135 |
Filed as: FORT WASHINGTON INV ADVISORS Service code 28 · EIN 31-1301863 | Investment Management | $386,755 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS INSTITUTIONAL ADVISORS Service code 28 · EIN 04-3247425 | Investment Management | $369,863 |
CURTISS-WRIGHT CORPORATION3 years Service code 14 · EIN 13-0612970 | Plan Administrator | $251,072 |
DODGE & COX4+ years Service code 28 · EIN 94-1441976 | Investment Management | $248,690 |
T ROWE PRICE RPS INC4+ years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $212,887 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $194,637 |
MERCER4+ years Filed as: MERCER INVESTMENT CONSULTING INC Service code 28 · EIN 13-2834414 | Investment Management | $90,500 |
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Participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | -5.75% | 201.32%-207.1pp | 12.68%-18.4pp | 33.37%-39.1pp |
| Employer contribution / active EE | $0 | $10,877-100.0% | $22,860-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $341 | $658-48.2% | $123+177.6% | $819-58.4% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |