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 LLC7 years Service code 50 · EIN 82-1061233 | Direct Payment | $1,238,158 |
UBS FINANCIAL SERVICES INC5 years Filed as: UBS REALTY INVESTORS LLC Service code 28 · EIN 61-1553760 | Investment Management | $487,331 |
CALLAN ASSOCIATES7 years Filed as: CALLAN LLC Service code 50 · EIN 94-2192581 | Direct Payment | $470,463 |
Service code 28 · EIN 36-7045783 | Investment Management | $283,684 |
AON CONSULTING6 years Filed as: AON CONSULTING, INC. Service code 50 · EIN 22-2232264 | Direct Payment | $214,260 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $146,906 |
SNYDER CAPITAL MANAGEMENT4 years Filed as: SNYDER CAPITAL MANAGEMENT L.P. Service code 28 · EIN 04-3370184 | Investment Management | $97,378 |
GROOM LAW GROUP6 years Filed as: GROOM LAW GROUP CHARTERED Service code 29 · EIN 52-1219029 | Legal | $25,993 |
FRAZIER & DEETER, LLC5 years Filed as: FRAZIER & DEETER LLC Service code 50 · EIN 58-1433845 | Direct Payment | $12,100 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $5,889 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $422,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 0.0%0pp |
| Annual return | 4.51% | 33.11%-28.6pp | 12.68%-8.2pp | 33.11%-28.6pp |
| Employer contribution / active EE | $14 | $9,000-99.8% | $41,626-100.0% | $9,000-99.8% |
| Participant deferral / active EE | $0 | $680-100.0% | $96-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,609-100.0% | - |