Filed December 15, 2006 (most recent of 5 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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 | Actuarial | $97,979 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 27 · EIN 20-8058531 | Advisory (Plan) | $59,675 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $36,107 |
PNC BANK, N.A.10+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $18,869 |
AON CONSULTING8 years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $6,120 |
SMITH & DOWNEY3 years Service code 29 · EIN 52-1839270 | Legal | $4,240 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $282,424-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.9%-27.9pp | 0.0%0pp |
| Annual return | 5.04% | 10.52%-5.5pp | 3.87%+1.2pp | 10.52%-5.5pp |
| Employer contribution / active EE | $850 | $15,140-94.4% | $28,590-97.0% | $15,140-94.4% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $13-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $8,735-100.0% | - |