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 |
|---|---|---|
SEQUOIA FINACIAL GROUP, LLC2 years Service code 28 · EIN 34-1913858 3500 EMBASSY PKWY · AKRON, OH 44333 | Investment Management | $138,117 |
Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $45,599 |
SLC MANAGEMENT4 years Filed as: SUN LIFE INVESTMENT MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $34,223 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 · EIN 20-0292745 | Investment Management | $32,277 |
Service code 50 · EIN 94-2856521 | Direct Payment | $13,023 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $11,253 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $2,703,652-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 7.7%-7.7pp | 2.3%-2.3pp |
| Annual return | 10.62% | 37.77%-27.2pp | 7.26%+3.4pp | 37.77%-27.2pp |
| Employer contribution / active EE | $22,893 | $15,798+44.9% | $34,949-34.5% | $15,798+44.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $86-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | - | $9,287-100.0% |