Filed March 30, 2004 (most recent of 3 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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MANAGEMENT Service code 27 · EIN 25-1890416 | Advisory (Plan) | $206,098 |
MERCER2 years Filed as: PAVILION ADVISORY GROUP Service code 11 · EIN 04-3831795 | Actuarial | $98,683 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $71,013 |
US BANK2 years Service code 21 · EIN 41-6271370 | Bank Trustee | $57,013 |
Filed as: INSIGHT INVESTMENT Service code 27 · EIN 94-3486721 | Advisory (Plan) | $35,359 |
PENSION LIVE, LLC2 years Service code 13 · EIN 26-2239692 | Contract Administrator | $14,050 |
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Employer contribution per participant 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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 3.92% | 201.32%-197.4pp | 12.68%-8.8pp | 33.37%-29.5pp |
| Employer contribution / active EE | $630 | $10,877-94.2% | $22,860-97.2% | $11,253-94.4% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |