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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,291,341 |
SELECT EQUITY GROUP, L.P.2+ years Service code 28 380 LAFAYETTE STREET · NEW YORK, NY 10003 | Investment Management | $298,861 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $245,858 |
GARDNER RUSSO2+ years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $219,243 |
SHAPIRO CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 20-4196445 | Investment Mgmt Fees | $204,487 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $179,630 |
AMERICAN REALTY ADVISORS2+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $132,862 |
AKSIA LLC2+ years Service code 27 · EIN 20-5385739 | Advisory (Plan) | $128,750 |
NEUBERGER BERMAN2+ years Filed as: NEUBERGER BERMAN LLC Service code 28 605 THIRD AVENUE · NEW YORK, NY 101583698 | Investment Management | $119,324 |
PROSKAUER ROSE LLP2+ years Service code 29 · EIN 13-1840454 | Legal | $85,671 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 9.08% | 26.60%-17.5pp | 10.16%-1.1pp | 17.84%-8.8pp |
| Employer contribution / active EE | $5,077 | $7,232-29.8% | $33,192-84.7% | $14,688-65.4% |
| Participant deferral / active EE | $239 | $539-55.7% | $66+263.4% | $770-68.9% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |