Filed August 14, 2008 (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 |
|---|---|---|
MILLIMAN, INC.9+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,128,098 |
SELECT EQUITY GROUP, L.P.9+ years Service code 28 · EIN 46-3465710 | Investment Management | $224,402 |
THE BANK OF NEW YORK MELLON2 years Service code 19 · EIN 13-5160382 | Securities Custodian | $218,806 |
SHAPIRO CAPITAL MANAGEMENT LLC9+ years Service code 28 · EIN 20-4196445 | Investment Management | $167,570 |
WELLINGTON TRUST COMPANY6 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $132,824 |
PROSKAUER ROSE LLP9+ years Service code 29 · EIN 13-1840454 | Legal | $92,225 |
BURGISS GROUP LLC2 years Filed as: MSCI INC. (FORMERLY THE BURGISS GRO Service code 15 · EIN 13-4038723 | Recordkeeping | $62,146 |
GARDNER RUSSO5 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $55,624 |
AMERICAN REALTY ADVISORS9+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $41,351 |
BLOOMBERG FINANCE LP7 years Filed as: BLOOMBERG LP DBA BLOOMBERG FINANCE Service code 50 · EIN 13-3417984 | Direct Payment | $39,870 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 13.38% | 8.48%+4.9pp | 9.82%+3.6pp | 8.48%+4.9pp |
| Employer contribution / active EE | $5,291 | $9,949-46.8% | $30,322-82.6% | $9,949-46.8% |
| Participant deferral / active EE | $215 | $734-70.7% | $66+224.3% | $734-70.7% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |