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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $107,511 |
USI CONSULTING GROUP2 years Filed as: USI CONSULTING GROUP INC Service code 11 · EIN 13-4032401 | Actuarial | $53,092 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $25,079 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY MELLON ASSET SERVICING Service code 18 · EIN 13-5160382 | Custodial (other than securities); Ot... | $10,268 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | 12.73% | 10.93%+1.8pp | 10.16%+2.6pp | 13.95%-1.2pp |
| Employer contribution / active EE | $10,648 | $10,209+4.3% | $33,192-67.9% | $16,598-35.8% |
| 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% |