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.
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| Provider | Service type | Compensation |
|---|---|---|
I.E. SHAFFER & CO.8+ years Service code 13 · EIN 22-1750854 830 BEAR TAVERN ROAD PO BOX · WEST TRENTON, NJ 08628 | Contract Administrator | $75,000 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $63,776 |
CHEIRON8+ years Filed as: CHEIRON, INC Service code 11 · EIN 13-4215617 | Actuarial | $54,700 |
JPMORGAN INVEST HOLDINGS LLC7 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $40,187 |
AMALGAMATED BANK1 year Service code 28 11-15 UNION SQUARE WEST · NEW YORK, NY 10003 | Investment Management | $30,200 |
PROSKAUER ROSE LLP8+ years Filed as: PROSKAUER, ROSE LLP Service code 29 · EIN 13-1840454 | Legal | $20,032 |
NOVAK FRANCELLA LLC7 years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $15,000 |
LEVY RATNER4 years Service code 29 · EIN 13-3726314 80 EIGHTH AVE FLOOR 8 · NEW YORK, NY 100117175 | Legal | $14,053 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $503,327-100.0% | $268,676-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | - |
| Annual return | -16.16% | 55.68%-71.8pp | -10.68%-5.5pp | - |
| Employer contribution / active EE | $138,889 | $21,727+539.2% | $48,995+183.5% | - |
| Participant deferral / active EE | $0 | $0 | $360-100.0% | - |
| Admin fee / account holder | $0 | $311,717-100.0% | $4,366-100.0% | - |