Filed November 9, 2005 (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 |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY5+ years Filed as: HIRTLE CALLAGHAN & CO. Service code 28 · EIN 23-2516071 FIVE TOWER BRIDGE, SUITE 500 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $77,133 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $53,372 |
THE BANK OF NEW YORK MELLON5+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $18,615 |
GROSSMAN YANAK & FORD LLP3 years Service code 10 · EIN 25-1638525 | Accounting | $17,831 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 1.36% | 627.08%-625.7pp | 6.78%-5.4pp | 627.08%-625.7pp |
| Employer contribution / active EE | $4,143 | $18,824-78.0% | $28,542-85.5% | $18,824-78.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $763-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |