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.
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| Provider | Service type | Compensation |
|---|---|---|
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS INC Service code 11 · EIN 52-1231144 | Actuarial | $187,542 |
Filed as: LEGAL & GENERAL INVESTMENT MGMT Service code 27 · EIN 20-8058531 | Advisory (Plan) | $183,975 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $23,000 |
PNC BANK, N.A.8+ years Service code 21 · EIN 25-1211909 | Bank Trustee | $18,766 |
INDEPENDENT FINANCIAL PARTNERS8+ years Filed as: EPOCH Service code 27 · EIN 20-1003862 | Advisory (Plan) | $12,723 |
SMITH & DOWNEY1 year Service code 29 · EIN 52-1839270 | Legal | $9,923 |
AON CONSULTING6 years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $8,160 |
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Employer contribution per participant 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 | $3,299,877-100.0% | $247,553-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.4%-50.4pp | 2.3%-2.3pp |
| Annual return | 5.62% | 18.04%-12.4pp | 32.33%-26.7pp | 37.77%-32.1pp |
| Employer contribution / active EE | $1,842 | $10,357-82.2% | $33,964-94.6% | $15,798-88.3% |
| Participant deferral / active EE | $0 | $180-100.0% | $43-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $10,141-100.0% | $9,287-100.0% |