Filed April 16, 1
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $149,656 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $110,450 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $89,759 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $37,374 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $23,014 |
EISNERAMPER LLP2+ years Service code 10 · EIN 13-1639826 | Accounting | $22,778 |
Filed as: LEGAL & GENERAL INVEST.MGMT.AMERICA Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $22,652 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $15,335 |
Filed as: INTL. STANDARD ASSET MGMT. Service code 28 | Investment Management | $0 |
Filed as: SOUTHEASTERN ASSET MANAGEMENT, INC Service code 28 6410 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $0 |
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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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 9.97% | 14.65%-4.7pp | 8.93%+1.0pp | 10.41%-0.4pp |
| Employer contribution / active EE | $39,743 | $18,218+118.2% | $43,470-8.6% | $14,691+170.5% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |