Filed November 9, 2005 (most recent of 4 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: FIDELITY MANAGEMENT TRUST CO. Service code 25 · EIN 04-3275867 | Directed Trustee | $453,965 |
Filed as: PYRAMIS GLOBAL ADVRS TRUST COMPANY Service code 27 · EIN 20-4659714 | Advisory (Plan) | $239,447 |
RYAN LABS ASSET MANAGEMENT2+ years Service code 27 · EIN 13-3451974 | Advisory (Plan) | $150,716 |
AON CONSULTING2+ years Filed as: AON HEWITT CONSULTING Service code 11 · EIN 22-2232264 | Actuarial | $116,813 |
HARTLAND & CO2+ years Filed as: HARTLAND AND COMPANY Service code 27 · EIN 34-1597728 | Advisory (Plan) | $100,000 |
SHENKMAN CAPITAL MANAGEMENT2+ years Filed as: SHENKMAN CAPITAL MANAGEMENT COMPANY Service code 27 · EIN 13-4037292 | Advisory (Plan) | $92,966 |
BLACKROCK2+ years Filed as: BLACKROCK INST TRUST COMPANY, NA Service code 27 · EIN 94-3112180 | Advisory (Plan) | $48,712 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS, LLC Service code 16 · EIN 13-3954297 | Consulting | $27,178 |
EPSTEIN BECKER & GREEN PC2+ years Filed as: EPSTEIN BECKER AND GREEN PC Service code 29 · EIN 13-3031033 | Legal | $25,749 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERTT, LLC Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
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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 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 | $35,636-100.0% | $264,156-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 1.8%-1.8pp |
| Annual return | 6.13% | 5.09%+1.0pp | 4.74%+1.4pp | 7.18%-1.1pp |
| Employer contribution / active EE | $0 | $33,192-100.0% | $46,220-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $1,920-100.0% | $248-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $12,050-100.0% | $362-100.0% |