Filed November 22, 2008
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 |
|---|---|---|
PRIME, BUCHHOLZ & ASSOCIATES5 years Filed as: PRIME BUCHHOLZ Service code 28 · EIN 02-0426421 | Investment Management | $107,769 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $84,304 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $72,399 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $26,255 |
WISS & COMPANY, LLP8 years Service code 10 · EIN 22-1732349 | Accounting | $25,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | -0.86% | 8.46%-9.3pp | 9.82%-10.7pp | 8.76%-9.6pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,311-100.0% | $16,650-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |