Filed November 10, 2004 (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 |
|---|---|---|
NEPC, LLC9+ years Filed as: NEPC Service code 17 · EIN 04-2927339 | Pension Consulting | $132,070 |
MORGAN STANLEY SMITH BARNEY9+ years Filed as: JP MORGAN Service code 28 · EIN 13-3200244 | Investment Management | $105,787 |
THE BANK OF NEW YORK MELLON3 years Filed as: U.S. BANK Service code 21 · EIN 41-6271370 | Bank Trustee | $30,593 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $22,355 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON Service code 28 · EIN 04-2767481 | Investment Management | $17,410 |
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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 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 9.67% | 10.25%-0.6pp | 35.16%-25.5pp | 22.81%-13.1pp |
| Employer contribution / active EE | $0 | $45,684-100.0% | $46,401-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $180-100.0% | $72-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |