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 |
|---|---|---|
Service code 28 · EIN 31-1059983 | Investment Management | $172,513 |
Filed as: RYAN LABS ASSET MANAGEMENT INC Service code 28 · EIN 47-3503928 | Investment Management | $53,685 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $52,582 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $50,301 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $36,040 |
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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 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 14.22% | 16.06%-1.8pp | 12.90%+1.3pp | 53.27%-39.0pp |
| Employer contribution / active EE | $12,816 | $22,650-43.4% | $53,929-76.2% | $14,774-13.3% |
| Participant deferral / active EE | $0 | $0 | $78-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |