Filed June 20, 1990
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2384414 PO BOX 13793 · NEWARK, NJ 071880793 | Actuarial | $294,009 |
Filed as: PRUDENTIAL TRUST CO. Service code 21 · EIN 23-6994310 | Bank Trustee | $161,717 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JPMORGAN CHASE BANK NA Service code 26 · EIN 13-4994650 1 CHASE MANHATTAN PLAZA · NEW YORK, NY 10005 | Advisory (Participants) | $153,043 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Service code 21 · EIN 04-3638035 PO BOX 1373 · NEWARK, NJ 07101 | Bank Trustee | $150,434 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 PO BOX 905973 · CHARLOTTE, NC 282908973 | Bank Trustee | $46,968 |
FREED MAXICK CPAS PC1+ years Service code 10 · EIN 45-4051133 800 LIBERTY BUILDING · BUFFALO, NY 14202 | Accounting | $23,500 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | -2.44% | 17.94%-20.4pp | 5.44%-7.9pp | 7.18%-9.6pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |