Filed October 19, 2004 (most recent of 3 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 |
|---|---|---|
CONRAD SIEGEL5 years Service code 11 · EIN 23-1669823 | Actuarial | $167,427 |
Service code 27 · EIN 27-2347077 | Advisory (Plan) | $143,691 |
RIDGEWORTH7+ years Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 58-1604573 | Advisory (Plan) | $131,316 |
THE BANK OF NEW YORK MELLON7+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $51,764 |
WILMINGTON TRUST7+ years Service code 25 INST SVC UNIT, ONE M AND T PLAZA · BUFFALO, NY 14203 | Directed Trustee | $36,032 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $2,098,847-100.0% | $454,052-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 18.4%-18.4pp | 0.7%-0.7pp |
| Annual return | 6.99% | 11.84%-4.8pp | 8.95%-2.0pp | 13.24%-6.2pp |
| Employer contribution / active EE | $0 | $12,426-100.0% | $46,559-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $614-100.0% | $131-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $3,320-100.0% | $19,831-100.0% | $4,137-100.0% |