Filed February 4, 2005 (most recent of 4 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 |
|---|---|---|
ALIGHT SOLUTIONS LLC4 years Service code 50 · EIN 82-1061233 | Direct Payment | $1,187,871 |
Service code 28 · EIN 36-7045783 | Investment Management | $677,807 |
UBS FINANCIAL SERVICES INC2 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $654,807 |
Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $615,775 |
CALLAN ASSOCIATES4 years Filed as: CALLAN LLC Service code 50 · EIN 94-2192581 | Direct Payment | $215,270 |
AON CONSULTING3 years Filed as: AON CONSULTING, INC. Service code 50 · EIN 22-2232264 | Direct Payment | $173,644 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $125,522 |
GROOM LAW GROUP3 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $39,654 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $24,263 |
FRAZIER & DEETER, LLC2 years Filed as: FRAZIER & DEETER LLC Service code 50 · EIN 58-1433845 | Direct Payment | $7,350 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.40% | 5230.06%-5215.7pp | 9.52%+4.9pp | 5230.06%-5215.7pp |
| Employer contribution / active EE | $9,746 | $10,491-7.1% | $41,951-76.8% | $10,491-7.1% |
| Participant deferral / active EE | $0 | $460-100.0% | $18-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |