Filed August 2, 2012 (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 |
|---|---|---|
Service code 28 · EIN 36-7045783 780 3RD AVENUE, 42ND FLOOR · NEW YORK, NY 10017 | Investment Management | $157,251 |
PGIM INVESTMENTS3 years Filed as: PGIM INC Service code 28 · EIN 22-2540245 655 BROAD STREET · NEWARK, NY 07102 | Investment Management | $111,834 |
WEDGE CAPITAL MANAGEMENT3 years Service code 28 301 S COLLEGE ST 3800 · CHARLETTE, NC 28202 | Investment Management | $80,041 |
RELIANCE TRUST COMPANY7 years Filed as: RELIANCE TRUST Service code 28 · EIN 35-7085469 | Investment Management | $12,076 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.74% | 9.71%-3.0pp | 32.33%-25.6pp | 9.11%-2.4pp |
| Employer contribution / active EE | $4,059 | $7,317-44.5% | $33,964-88.0% | $12,231-66.8% |
| Participant deferral / active EE | $0 | $946-100.0% | $43-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |