Filed July 22, 2003 (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 |
|---|---|---|
I.E. SHAFFER & CO.5+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX · WEST TRENTON, NJ 08628 | Contract Administrator | $65,760 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $56,778 |
CHEIRON5+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $51,867 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $37,629 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $15,000 |
PROSKAUER ROSE LLP5+ years Filed as: PROSKAUER, ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $9,702 |
STATE STREET GLOBAL ADVISORS5+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $8,489 |
LEVY RATNER1 year Service code 29 · EIN 13-3726314 80 EIGHTH AVE FLOOR 8 · NEW YORK, NY 100117175 | Legal | $7,508 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $248,520-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 2.8%-2.8pp |
| Annual return | 16.09% | 14.62%+1.5pp | 239.57%-223.5pp | 16.32%-0.2pp |
| Employer contribution / active EE | $22,144 | $21,307+3.9% | $43,837-49.5% | $17,007+30.2% |
| Participant deferral / active EE | $0 | $399-100.0% | $575-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $36,083-100.0% | $127-100.0% |