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 SIEGEL6 years Service code 11 · EIN 23-1669823 | Actuarial | $155,371 |
RIDGEWORTH8+ years Filed as: SEIX INVESTMENT ADVISORS Service code 27 · EIN 58-1604573 | Advisory (Plan) | $99,036 |
Service code 27 · EIN 27-2347077 | Advisory (Plan) | $87,759 |
WILMINGTON TRUST8+ years Service code 25 INST SVC UNIT, ONE M AND T PLAZA · BUFFALO, NY 14203 | Directed Trustee | $39,938 |
THE BANK OF NEW YORK MELLON8+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $38,949 |
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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 | $164,233-100.0% | $788,447-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.4%-21.4pp | 0.0%0pp |
| Annual return | -17.11% | 38.53%-55.6pp | -3.21%-13.9pp | 2.78%-19.9pp |
| Employer contribution / active EE | $0 | $14,659-100.0% | $46,051-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $326-100.0% | $31-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $46,258-100.0% | $1,015-100.0% |