Filed June 14, 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 |
|---|---|---|
PBGC PREMIUM1+ years Filed as: PBGC Service code 23 · EIN 23-0691815 | Insurance services | $96,927 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 20 · EIN 23-3060382 | Trustee (individual) | $56,477 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 11 · EIN 34-6565596 | Actuarial | $54,000 |
MONTGOMERY, MCCRACKEN, WALKER1+ years Service code 29 · EIN 23-0888490 | Legal | $24,053 |
CAP FINANCIAL PARTNERS, LLC1+ years Filed as: CAP FINANCIAL PARTNERS LLC Service code 20 · EIN 26-0058143 | Trustee (individual) | $22,500 |
TORRILLO & ASSOCIATES, LLC1+ years Filed as: BOYER & RITTER LLC Service code 10 · EIN 23-1311005 | Accounting | $9,900 |
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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 | $211,396-100.0% | $177,383-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 23.8%-23.8pp | 4.3%-4.3pp |
| Annual return | -1.93% | 2.81%-4.7pp | -0.48%-1.4pp | 2.81%-4.7pp |
| Employer contribution / active EE | $3,243 | $16,358-80.2% | $23,357-86.1% | $16,358-80.2% |
| Participant deferral / active EE | $0 | $775-100.0% | $17-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $3,964-100.0% | $1,639-100.0% |