Filed January 1, 2015 (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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LG INVEST MGMT AMERICA INC Service code 27 · EIN 20-8058531 | Advisory (Plan) | $961,523 |
FID INV INST OPS CO4 years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $343,698 |
MERCER5 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $166,407 |
US BANK10+ years Filed as: US BANK TRUST Service code 21 · EIN 41-6271370 | Bank Trustee | $130,653 |
THE BANK OF NEW YORK MELLON3 years Filed as: PERSHING LLC Service code 17 · EIN 13-2741729 | Pension Consulting | $9,755 |
LEEWARD INVESTMENTS, LLC3 years Filed as: LEEWARD INVESTMENTS LLC Service code 27 · EIN 47-2540468 | Advisory (Plan) | $9,506 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 1.65% | 8.46%-6.8pp | 9.82%-8.2pp | 8.76%-7.1pp |
| Employer contribution / active EE | $0 | $11,054-100.0% | $30,322-100.0% | $16,664-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |