Filed March 13, 2013 (most recent of 5 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP2 years Service code 11 · EIN 92-0460586 | Actuarial | $145,406 |
Filed as: GRAYSTONE INVESTMENT GROUP Service code 28 152 W 57TH ST 60TH FLOOR · NEW YORK, NY 10019 | Investment Management | $75,000 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 799 BROADWAY · NEW YORK, NY 10003 | Investment Management | $69,607 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $32,500 |
Filed as: MIDWEST INST TRUST COMPANY Service code 19 10700 RESEARCH DRIVE · WAUWATOSA, WI 53226 | Securities Custodian | $18,256 |
Filed as: THE BANK OF NEW YORK MELLON CORP Service code 28 240 GREENWICH STREET · NEW YORK, NY 10286 | Investment Management | $14,380 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $310,574-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.3%-57.3pp | 2.1%-2.1pp |
| Annual return | 10.55% | 6.37%+4.2pp | 8.04%+2.5pp | 7.65%+2.9pp |
| Employer contribution / active EE | $0 | $48,951-100.0% | $42,693-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,889-100.0% | $193-100.0% |