Filed February 25, 2013
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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 13-2619159 | Actuarial | $89,638 |
WILMINGTON TRUST6+ years Filed as: WILMINGTON TRUST COMPANY Service code 15 · EIN 51-0301115 | Recordkeeping | $25,055 |
PKF O'CONNOR DAVIES, LLP5 years Service code 10 · EIN 27-1728945 | Accounting | $24,375 |
THE SEGAL COMPANY5 years Filed as: SIBSON CONSULTING Service code 11 333 WEST 34TH STREET · NEW YORK, NY 10001 | Actuarial | $21,806 |
ROBERTS & HOLLAND4 years Filed as: ROBERTS & HOLLAND LLP Service code 29 1675 BROADWAY · NEW YORK, NY 10019 | Legal | $8,725 |
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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 | $198,586-100.0% | $438,681-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.3%-44.3pp | 13.5%-13.5pp |
| Annual return | 11.60% | 6.29%+5.3pp | 4.26%+7.3pp | 9.29%+2.3pp |
| Employer contribution / active EE | $52,020 | $12,206+326.2% | $54,767-5.0% | $15,168+243.0% |
| Participant deferral / active EE | $0 | $162-100.0% | $18-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $2,187-100.0% | $2,037-100.0% |