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 |
|---|---|---|
HALITE PARTNERS1 year Service code 17 · EIN 82-2085826 | Pension Consulting | $104,191 |
NORTHERN TRUST COMPANY4+ years Service code 15 · EIN 36-1561860 | Recordkeeping | $17,776 |
RYAN LABS ASSET MANAGEMENT2 years Service code 51 · EIN 47-3503928 | Investment Mgmt Fees | $17,537 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $16,372 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO, LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $10,229 |
Filed as: PARAMETRIC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $6,815 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $18,026,966-100.0% | $311,837-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -7.12% | -4.35%-2.8pp | 4677.09%-4684.2pp | 0.19%-7.3pp |
| Employer contribution / active EE | $3,884 | $11,736-66.9% | $49,501-92.2% | $13,763-71.8% |
| Participant deferral / active EE | $0 | $0 | $312-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | - | $426-100.0% |