Filed October 22, 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.
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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 53-0181291 | Consulting | $102,797 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $98,242 |
NEPC, LLC4 years Service code 17 · EIN 26-1429809 | Pension Consulting | $69,313 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $62,701 |
FIAM LLC3 years Filed as: FIAM GROUP TRUST FOR EMPLOYEE BENES Service code 28 · EIN 20-4659714 | Investment Management | $51,661 |
INCOME RESEARCH & MANAGEMENT8+ years Service code 28 · EIN 04-2955404 | Investment Management | $41,783 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $22,300 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $20,141 |
METLIFE LIFE INSURANCE COMPANY8+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 28 · EIN 13-5581829 | Investment Management | $15,961 |
T ROWE PRICE RPS INC8+ years Filed as: T ROWE PRICE Service code 21 · EIN 52-1309931 | Bank Trustee | $11,112 |
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Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -21.29% | 13.34%-34.6pp | 0.46%-21.8pp | -5.25%-16.0pp |
| Employer contribution / active EE | $100,000 | $19,967+400.8% | $35,480+181.9% | $15,161+559.6% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |