Filed September 24, 1992
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 |
|---|---|---|
MANNING & NAPIER5+ years Service code 50 · EIN 45-3328488 | Direct Payment | $1,070,976 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK Service code 24 · EIN 13-4994650 | Discretionary Trustee | $281,895 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE INC Service code 50 · EIN 25-1900687 | Direct Payment | $271,024 |
RYAN LABS ASSET MANAGEMENT2 years Filed as: RYAN YOUNGMAN Service code 14 · EIN 15-6035161 | Plan Administrator | $206,960 |
BMO HARRIS BANK NA3 years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $182,859 |
PRONEXUS LLC2 years Service code 49 · EIN 45-4449275 | Other Services | $157,816 |
JULIE VISINTINE2 years Filed as: JULIE PURCELL Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $69,230 |
DEBORAH DANNER1 year Filed as: DEBORAH ANN TYOE Service code 30 · EIN 15-6035161 | Direct payment from the plan; Employe... | $64,282 |
PATRICIA CATALANO5+ years Service code 30 · EIN 15-6035161 | Employee (plan); Direct payment from ... | $61,714 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $57,845 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.9%-37.9pp | 0.0%0pp |
| Annual return | 19.07% | 12.20%+6.9pp | 10.56%+8.5pp | 21.83%-2.8pp |
| Employer contribution / active EE | $21,229 | $12,801+65.8% | $30,199-29.7% | $12,237+73.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |