Filed October 18, 2004
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 |
|---|---|---|
PENSION ASSURANCE LLP1 year Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 · EIN 04-6748526 1200 K STREET NW · WASHINGTON, DC 20005 | Insurance services | $606,510 |
THE SEGAL COMPANY3+ years Filed as: SIBSON COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $133,734 |
THE SEGAL COMPANY3+ years Service code 16 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 10001 | Consulting | $54,019 |
STATE STREET GLOBAL ADVISORS3+ years Service code 27 · EIN 04-1867445 ONE LINCOLN STREET · BOSTON, MA 02111 | Advisory (Plan) | $39,669 |
NEUBERGER BERMAN3+ years Service code 50 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Direct Payment | $39,156 |
MARKS PANETH LLP3+ years Service code 10 685 THIRD AVE · NEW YORK, NY 10017 | Accounting | $13,270 |
WITHUMSMITH+BROWN, PC3+ years Filed as: BROWN & BROWN OF GARDEN CITY Service code 20 595 STEWARD AVE · GARDEN CITY, NY 11530 | Direct payment from the plan; Trustee... | $11,595 |
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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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 12.00% | 10.93%+1.1pp | 10.16%+1.8pp | 13.95%-1.9pp |
| Employer contribution / active EE | $14,951 | $10,209+46.4% | $33,192-55.0% | $16,598-9.9% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |