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.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $892,602 |
SELECT EQUITY GROUP, L.P.3+ years Service code 28 · EIN 46-3465710 | Investment Management | $294,883 |
JPMORGAN INVEST HOLDINGS LLC3+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $226,704 |
SHAPIRO CAPITAL MANAGEMENT LLC3+ years Service code 28 · EIN 20-4196445 | Investment Management | $211,642 |
GARDNER RUSSO3+ years Filed as: GARDNER RUSSO & GARDNER LLC Service code 28 · EIN 23-2673088 | Investment Management | $211,451 |
IRIDIAN ASSET MANAGEMENT, LLC3+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $162,229 |
NEUBERGER BERMAN1 year Filed as: NEUBERGER BERMAN INVESTMENT ADVISER Service code 28 · EIN 02-0654486 | Investment Management | $128,679 |
AMERICAN REALTY ADVISORS3+ years Filed as: UJA-FEDERATION OF NEW YORK, INC. Service code 14 · EIN 51-0172429 | Plan Administrator | $119,499 |
KPMG LLP1 year Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $117,675 |
AKSIA LLC3+ years Service code 27 · EIN 20-5385739 | Advisory (Plan) | $112,500 |
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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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | 6.58% | 9.64%-3.1pp | -102.04%+108.6pp | 33.37%-26.8pp |
| Employer contribution / active EE | $6,090 | $8,034-24.2% | $36,232-83.2% | $11,253-45.9% |
| Participant deferral / active EE | $233 | $572-59.2% | $47+392.3% | $819-71.5% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |