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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INV INST OPS Service code 14 · EIN 04-2647786 | Plan Administrator | $1,208,673 |
Filed as: METROPOLITAN LIFE INSURANCE Service code 13 · EIN 13-5581829 | Contract Administrator | $244,546 |
SEYFARTH SHAW LLP5+ years Service code 29 · EIN 36-2152202 | Legal | $182,749 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 | Accounting | $53,650 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY LLP Service code 10 · EIN 13-1578842 | Accounting | $12,500 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $122,663 | $58,202+110.8% | $172,757-29.0% | $89,609+36.9% |
| Participation rate | 81.2% | 72.8%+8.4pp | 82.6%-1.4pp | 69.6%+11.6pp |
| Annual return | 18.86% | 61.59%-42.7pp | 803.06%-784.2pp | 33.65%-14.8pp |
| Employer contribution / active EE | $2,990 | $1,759+70.0% | $5,144-41.9% | $2,584+15.7% |
| Participant deferral / active EE | $7,939 | $3,335+138.1% | $5,198+52.7% | $4,222+88.0% |
| Admin fee / account holder | $70 | $53+33.2% | $13,956-99.5% | $72-2.3% |