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.6+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,016,591 |
SELECT EQUITY GROUP, L.P.6+ years Service code 28 · EIN 46-3465710 | Investment Management | $322,463 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $240,768 |
SHAPIRO CAPITAL MANAGEMENT LLC6+ years Service code 28 · EIN 20-4196445 | Investment Management | $202,363 |
JPMORGAN INVEST HOLDINGS LLC6+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $200,000 |
GARDNER RUSSO2 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $172,544 |
KPMG LLP4 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $127,000 |
VULCAN VALUE PARTNERS4 years Filed as: VULCAN VALUE PARTNERS LLC Service code 28 · EIN 39-2051712 | Investment Management | $114,347 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $78,885 |
CAISSA LLC4 years Filed as: CAISSA, LLC Service code 15 · EIN 80-0703957 | Recordkeeping | $60,850 |
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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 | $444,552-100.0% | $227,282-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 3.7%-3.7pp |
| Annual return | 25.31% | 35.98%-10.7pp | 10.75%+14.6pp | 15.63%+9.7pp |
| Employer contribution / active EE | $4,492 | $8,396-46.5% | $35,170-87.2% | $11,476-60.9% |
| Participant deferral / active EE | $223 | $812-72.6% | $82+171.0% | $1,127-80.2% |
| Admin fee / account holder | $0 | $429-100.0% | $4,611-100.0% | $429-100.0% |