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 |
|---|---|---|
Filed as: SEQUOIA FINANCIAL GROUP, LLC Service code 28 · EIN 34-1913858 3500 EMBASSY PKWY · AKRON, OH 44333 | Investment Management | $88,119 |
Service code 28 · EIN 31-1059983 | Investment Management | $87,008 |
Filed as: TOWERS WATSON DELEWARE INC Service code 65 · EIN 53-0181291 | Account Maintenance | $75,000 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $69,193 |
SLC MANAGEMENT2 years Filed as: SUN LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $51,245 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $47,567 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $46,846 |
Filed as: PENSION BENEFIT INFORMATION, LLC Service code 65 · EIN 94-2856521 | Account Maintenance | $12,312 |
ALIRT INSURANCE RESEARCH1 year Service code 28 200 DAY HILL ROAD · WINDSOR, CT 06095 | Investment Management | $5,000 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,472,696-100.0% | $2,286,405-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.7%-0.7pp |
| Annual return | 8.31% | 9.71%-1.4pp | 4.92%+3.4pp | 13.24%-4.9pp |
| Employer contribution / active EE | $0 | $11,854-100.0% | $39,114-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $0 | $79-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $0 | $4,137-100.0% |