Filed October 28, 2009
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 Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 70 LINDEN OAKS · ROCHESTER, NY 14625 | Actuarial | $215,995 |
PRIME, BUCHHOLZ & ASSOCIATES10+ years Filed as: PRIME BUCHHOLZ & ASSOCIATES Service code 28 · EIN 02-0426421 273 CORPORATE DRIVE · PORTSMOUTH, NH 03801 | Investment Management | $76,571 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 268 GENESEE STREET · UTICA, NY 13502 | Bank Trustee | $67,289 |
Service code 28 · EIN 22-3361201 499 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $55,530 |
INSERO & CO. CPAS, LLP5 years Filed as: INSERO & COMPANY CPAS, LLP Service code 10 · EIN 47-5324570 2 STATE STREET · ROCHESTER, NY 14614 | Accounting | $16,400 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.96% | 7.96%-2.0pp | 5.04%+0.9pp | 8.76%-2.8pp |
| Employer contribution / active EE | $0 | $15,125-100.0% | $26,454-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |