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.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $1,127,461 |
SELECT EQUITY GROUP, L.P.8+ years Service code 28 · EIN 46-3465710 | Investment Management | $275,224 |
PROSKAUER ROSE LLP8+ years Service code 29 · EIN 13-1840454 | Legal | $235,811 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $170,000 |
BURGISS GROUP LLC1 year Filed as: MSCI INC. (FORMERLY THE BURGISS GRO Service code 15 · EIN 13-4038723 | Recordkeeping | $145,620 |
SHAPIRO CAPITAL MANAGEMENT LLC8+ years Service code 28 · EIN 20-4196445 | Investment Management | $135,986 |
GARDNER RUSSO4 years Filed as: GARDNER RUSSO & QUINN LLC Service code 28 · EIN 23-2673088 | Investment Management | $134,668 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 · EIN 30-0835489 | Investment Management | $105,010 |
KPMG LLP6 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $63,513 |
JPMORGAN INVEST HOLDINGS LLC8+ years Filed as: JPMORGAN CHASE BANK, NA Service code 19 · EIN 13-4994650 | Securities Custodian | $58,832 |
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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 | $13,363-100.0% | $247,553-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 50.4%-50.4pp | 2.2%-2.2pp |
| Annual return | 6.82% | 9.71%-2.9pp | 32.33%-25.5pp | 9.11%-2.3pp |
| Employer contribution / active EE | $7,943 | $7,317+8.6% | $33,964-76.6% | $12,231-35.1% |
| Participant deferral / active EE | $214 | $946-77.4% | $43+402.8% | $1,272-83.2% |
| Admin fee / account holder | $0 | $125-100.0% | $10,141-100.0% | $125-100.0% |