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 & COMPANY4+ years Filed as: HIRTLE CALLAGHAN & CO LLC Service code 27 · EIN 26-2821689 | Advisory (Plan) | $90,639 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Trustee (bank, trust company, or simi... | $65,597 |
Filed as: LEGAL & GENERAL COLLECTIVE Service code 27 · EIN 35-7085469 | Advisory (Plan) | $32,143 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 5.87% | 15.61%-9.7pp | 20.73%-14.9pp | 53.27%-47.4pp |
| Employer contribution / active EE | $4,296 | $10,773-60.1% | $36,503-88.2% | $14,774-70.9% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |