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.
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| Provider | Service type | Compensation |
|---|---|---|
HIRTLE, CALLAGHAN & COMPANY2+ years Filed as: HIRTLE CALLAGHAN & CO LLC Service code 27 · EIN 26-2821689 | Advisory (Plan) | $67,911 |
THE BANK OF NEW YORK MELLON2+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $67,712 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & CO. LP Service code 28 · EIN 04-3200030 | Investment Management | $50,644 |
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $0 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 10.59% | 26.60%-16.0pp | 10.16%+0.4pp | 17.84%-7.3pp |
| Employer contribution / active EE | $0 | $7,232-100.0% | $33,192-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $539-100.0% | $66-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |