Filed June 21, 1
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 SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 | Actuarial | $61,450 |
BILTMORE FAMILY OFFICE LLC1+ years Service code 27 4064 COLONY RD STE 370 · CHARLOTTE, NC 282113639 | Advisory (Plan) | $54,659 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING ADVISOR SOLUTIONS Service code 27 ONE PERSHING PLAZA · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $20,778 |
RELIANCE TRUST COMPANY1+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $4,195 |
ALTEGRIS1+ years Filed as: ALTEGRIS ADVISORS, LLC Service code 28 1200 PROSPECT STREET SUITE 550 · LA JOLLA, CA 92037 | Investment Management | $0 |
GAMCO ASSET MANAGEMENT1+ years Filed as: BAMCO INC Service code 28 · EIN 13-3122938 | Investment Management | $0 |
Filed as: BARINGS SECURITIES LLC Service code 28 550 SOUTH TYRON STREET · CHARLOTTE, NC 28202 | Investment Management | $0 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALT INV ADV LLC Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
Filed as: FIDELITY SELECTCO, LLC Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $0 |
Service code 28 725 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | -7.78% | 16.85%-24.6pp | 5.44%-13.2pp | 11.88%-19.7pp |
| Employer contribution / active EE | $3,142 | $10,313-69.5% | $25,481-87.7% | $14,612-78.5% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |