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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $108,211 |
HIRTLE, CALLAGHAN & COMPANY7+ years Filed as: HIRTLE CALLAGHAN & CO. Service code 28 · EIN 23-2516071 FIVE TOWER BRIDGE, SUITE 500 · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $89,828 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $20,479 |
GROSSMAN YANAK & FORD LLP5 years Service code 10 · EIN 25-1638525 | Accounting | $5,500 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $56,546-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 50.6%-50.6pp | 5.6%-5.6pp |
| Annual return | -14.96% | 39.77%-54.7pp | -11.22%-3.7pp | 39.77%-54.7pp |
| Employer contribution / active EE | $4,121 | $19,959-79.4% | $32,882-87.5% | $19,959-79.4% |
| Participant deferral / active EE | $0 | $614-100.0% | $579-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $1,473-100.0% | $62-100.0% |