Filed February 21, 2006 (most recent of 2 filings on file)
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 |
|---|---|---|
MERCER5+ years Service code 11 70 LINDEN OAKS, SUITE 310 · NEW YORK, NY 14625 | Actuarial | $368,594 |
KPMG LLP5+ years Service code 10 500 SENECA STREET, SUITE 600 · NEW YORK, NY 14204 | Accounting | $23,900 |
MANNING & NAPIER5+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 21 290 WOODCLIFF DRIVE · NEW YORK, NY 14450 | Bank Trustee | $17,297 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF AMERICA Service code 10 231 S. LASALLE STREET · ILLINOIS, IL 60604 | Accounting | $14,743 |
Service code 21 4340 REDWOOD HIGHWAY, SUITE B60 · CALIFORNIA, CA 94903 | Bank Trustee | $9,000 |
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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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 21.64% | 4.63%+17.0pp | 29.77%-8.1pp | 12.16%+9.5pp |
| Employer contribution / active EE | $1,231,600 | $51,918+2272.2% | $33,607+3564.7% | $44,747+2652.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |