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 |
|---|---|---|
MERCER3+ years Service code 11 70 LINDEN OAKS, SUITE 310 · NEW YORK, NY 14625 | Actuarial | $61,359 |
KPMG LLP3+ years Service code 10 500 SENECA STREET, SUITE 600 · NEW YORK, NY 14204 | Accounting | $22,100 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA Service code 10 231 S. LASALLE STREET · ILLINOIS, IL 60604 | Accounting | $13,820 |
MANNING & NAPIER3+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 21 290 WOODCLIFF DRIVE · NEW YORK, NY 14450 | Bank Trustee | $3,333 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.45% | 22.74%-9.3pp | 16.78%-3.3pp | 13.95%-0.5pp |
| Employer contribution / active EE | $1,026 | $16,157-93.7% | $26,328-96.1% | $16,598-93.8% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |