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 MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $82,597 |
CAMBRIDGE INVESTMENT RESEARCH4+ years Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $78,640 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-2655989 | Actuarial | $70,202 |
Filed as: SILCHESTER INT'L INVESTORS LLP Service code 28 · EIN 36-7045783 | Investment Management | $40,032 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENERAL INVEST.MGMT AMERICA Service code 28 | Investment Management | $33,969 |
Service code 28 · EIN 26-0385758 800 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $22,289 |
EISNERAMPER LLP4+ years Service code 10 · EIN 13-1639826 | Accounting | $18,059 |
POLEN CAPITAL2 years Service code 28 1825 NW CORPORATE BLVD., SUITE 300 · BOCA RATON, FL 33431 | Investment Management | $13,589 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN ASSET MANAGEMENT Service code 28 · EIN 06-1439577 | Investment Management | $2,725 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVEST.MGMT.AMERICA Service code 28 71 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | 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 | $159,368-100.0% | $179,713-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.1%-1.1pp | 31.2%-31.2pp | 13.0%-13.0pp |
| Annual return | 5.17% | 11.91%-6.7pp | 8.22%-3.0pp | 13.59%-8.4pp |
| Employer contribution / active EE | $28,519 | $12,237+133.1% | $46,636-38.8% | $14,592+95.4% |
| Participant deferral / active EE | $0 | $64-100.0% | $1,719-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $1,392-100.0% | $29,657-100.0% |