Filed October 12, 1995 (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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION BENEFIT GUARANTEE CORP Service code 21 · EIN 52-1042410 | Bank Trustee | $51,724 |
Filed as: JOHN HANCOCK RETIREMENT Service code 11 · EIN 01-0233346 | Actuarial | $50,184 |
NAVOLIO & TALLMAN LLP6+ years Service code 10 · EIN 26-1367143 | Accounting | $15,225 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $325,553-100.0% | $325,553-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.7%-43.7pp |
| Annual return | 1.59% | 9.15%-7.6pp | 9.17%-7.6pp | 13.05%-11.5pp |
| Employer contribution / active EE | $103,333 | $46,886+120.4% | $40,523+155.0% | $37,664+174.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $31,365-100.0% |