Filed November 20, 2003
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 |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY1+ years Filed as: HIRTLE CALLAGHAN & CO LLC Service code 27 · EIN 26-2821689 | Advisory (Plan) | $101,986 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO. LP Service code 28 · EIN 04-3200030 | Investment Management | $49,300 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $38,793 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | -1.34% | 9.41%-10.8pp | 5.00%-6.3pp | 9.19%-10.5pp |
| Employer contribution / active EE | $2,625 | $8,353-68.6% | $35,918-92.7% | $12,608-79.2% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |