Filed March 13, 1
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.
| Provider | Service type | Compensation |
|---|---|---|
JENNINGS SIGMOND P.C.1+ years Service code 29 · EIN 23-2025670 | Legal | $1,225,665 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $918,665 |
Filed as: PRUDENTIAL INSURANCE CO OF AMER Service code 28 · EIN 22-1211670 | Investment Management | $901,052 |
VITECH SYSTEMS GROUP1+ years Filed as: VITECH SYSTEMS GROUP INC Service code 15 · EIN 13-3785492 | Recordkeeping | $893,862 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $859,937 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $838,295 |
SELECT EQUITY GROUP, L.P.1+ years Filed as: SELECT EQUITY GROUP LP Service code 28 · EIN 46-3465710 | Investment Management | $766,161 |
GOLDMAN SACHS1+ years Filed as: CRESCENT MEZZANINE PARTNERS Service code 27 · EIN 80-0790681 | Advisory (Plan) | $751,143 |
THE RETIREMENT ADVANTAGE INC1+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 15 · EIN 35-0198600 | Recordkeeping | $740,952 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT,INC. Service code 28 · EIN 41-1719690 | Investment Management | $730,303 |
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 | $47,522-100.0% | $115,244-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 33.3%-33.3pp | 9.2%-9.2pp |
| Annual return | -0.03% | -0.08%+0.1pp | -1.61%+1.6pp | -0.08%+0.1pp |
| Employer contribution / active EE | $7,808 | $7,991-2.3% | $30,840-74.7% | $7,991-2.3% |
| Participant deferral / active EE | $0 | $325-100.0% | $41-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $3,433-100.0% | $275-100.0% |