Filed January 1, 2012 (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 |
|---|---|---|
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $95,876 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,106 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $46,005 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $17,619 |
CHUBB1 year Service code 14 · EIN 13-1963496 | Plan Administrator | $13,005 |
THE SEGAL COMPANY2+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $9,459 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 3.69% | 45.66%-42.0pp | 5.00%-1.3pp | 11.88%-8.2pp |
| Employer contribution / active EE | $9,391 | $9,637-2.5% | $35,918-73.9% | $14,612-35.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |