Filed August 13, 2002 (most recent of 3 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 |
|---|---|---|
OFFIT CAPITAL ADVISORS LLC3+ years Service code 28 · EIN 26-0271563 | Investment Management | $198,156 |
KORN FERRY HAY GROUP2 years Service code 11 · EIN 41-0858903 | Actuarial | $122,858 |
LYRICAL ASSET MANAGEMENT3+ years Service code 28 · EIN 37-1572793 | Investment Management | $51,977 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST COMPANY Service code 21 · EIN 51-0055023 | Bank Trustee | $50,339 |
MILLIMAN, INC.1 year Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $27,065 |
BMO HARRIS BANK NA3+ years Filed as: M&T BANK Service code 21 · EIN 16-0968385 | Bank Trustee | $15,847 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL INC. Service code 28 · EIN 90-0947943 | Investment Management | $13,307 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 10.06% | 10.93%-0.9pp | 10.16%-0.1pp | 13.95%-3.9pp |
| Employer contribution / active EE | $22,299 | $10,209+118.4% | $33,192-32.8% | $16,598+34.3% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |