Filed September 24, 1992 (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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $238,044 |
NORTHERN TRUST COMPANY1+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $102,854 |
RYAN LABS ASSET MANAGEMENT1+ years Filed as: RYAN LABS, INC. Service code 51 · EIN 13-3451974 | Investment Mgmt Fees | $89,283 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $43,892 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LP Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $41,469 |
APEX CAPITAL MANAGEMENT1+ years Service code 51 · EIN 31-1198068 | Investment Mgmt Fees | $37,967 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH INC Service code 51 · EIN 36-2831881 | Investment Mgmt Fees | $37,424 |
Service code 51 · EIN 43-1696112 | Investment Mgmt Fees | $13,756 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -2.02% | -1.94%-0.1pp | -2.52%+0.5pp | 1.67%-3.7pp |
| Employer contribution / active EE | $3,787 | $10,838-65.1% | $82,375-95.4% | $10,506-64.0% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |