Filed July 9, 1997
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FRANK M. VACCARO AND ASSOCIATES Service code 13 · EIN 23-2148108 | Contract Administrator | $13,768 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON AND BURLING LLP Service code 29 · EIN 53-0188411 | Legal | $12,879 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $12,810 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | AMETEK, INC. | PLAN SPONSOR PLAN HAS BEEN ALLOCATED AND HAS PAID EXCESSIVE AUDIT FEES FROM THE TRUST OVER THE YEARS 2016 TO 2018 | — | — |
| Part 3 Non-exempt transaction | AMETEK, INC. | PLAN SPONSOR PLAN PAID LEGAL FEES THAT SHOULD HAVE BEEN PAID BY PLAN SPONSOR IN 2020. | — | — |
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 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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 11.37% | 10.60%+0.8pp | -2.84%+14.2pp | 627.08%-615.7pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |