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 LLC5 years Service code 50 · EIN 82-1061233 | Direct Payment | $1,088,208 |
Service code 28 · EIN 36-7045783 | Investment Management | $566,500 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $498,964 |
CALLAN ASSOCIATES5 years Filed as: CALLAN LLC Service code 50 · EIN 94-2192581 | Direct Payment | $443,456 |
SNYDER CAPITAL MANAGEMENT2 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $359,584 |
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 50 · EIN 22-2232264 | Direct Payment | $226,129 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $121,921 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $33,990 |
GROOM LAW GROUP4 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $24,502 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER LLC Service code 50 · EIN 58-1433845 | Direct Payment | $9,000 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $454,052-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.4%-18.4pp | 0.0%0pp |
| Annual return | 4.16% | 19.39%-15.2pp | 8.95%-4.8pp | 19.39%-15.2pp |
| Employer contribution / active EE | $7,769 | $8,446-8.0% | $46,559-83.3% | $8,446-8.0% |
| Participant deferral / active EE | $0 | $353-100.0% | $131-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $19,831-100.0% | - |