Filed February 11, 2011
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 |
|---|---|---|
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $223,201 |
THE SEGAL COMPANY3 years Filed as: SEGAL Service code 11 · EIN 13-1975125 | Actuarial | $105,040 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $51,959 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $43,377 |
MORGAN STANLEY SMITH BARNEY9 years Filed as: JP MORGAN INVESTMENT MGMT. INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $31,325 |
ADP BROKER-DEALER10+ years Filed as: AUTOMATIC DATA PROCESSING Service code 13 · EIN 13-3036745 | Contract Administrator | $17,741 |
PENSION BENEFIT INFORMATION2 years Filed as: PENSION BENEFIT INFORMATION LLC Service code 13 · EIN 84-4722389 | Contract Administrator | $5,750 |
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Participant contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $106,128-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 9.69% | 9.45%+0.2pp | 5.16%+4.5pp | 7.65%+2.0pp |
| Employer contribution / active EE | $37,093 | $14,895+149.0% | $26,446+40.3% | $20,582+80.2% |
| Participant deferral / active EE | $6,955 | $632+1000.0% | $78+8836.8% | $1,172+493.2% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |