Filed October 11, 1994
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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER AND SMI Service code 27 · EIN 13-5674085 | Advisory (Plan) | $105,487 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $51,004 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $19,242 |
REED SMITH LLP1+ years Filed as: REED SMITH Service code 29 · EIN 25-0749630 | Legal | $7,375 |
GROSSMAN YANAK & FORD LLP1+ years Filed as: GROSSMAN YANAK & FORD Service code 10 · EIN 25-1638525 | Accounting | $7,000 |
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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.
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% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -4.55% | -0.81%-3.7pp | -2.90%-1.6pp | 2.81%-7.4pp |
| Employer contribution / active EE | $5,941 | $22,644-73.8% | $27,990-78.8% | $16,358-63.7% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |