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.4+ years Service code 29 · EIN 23-2025670 | Legal | $1,553,067 |
NEUBERGER BERMAN4+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $1,245,149 |
THE RETIREMENT ADVANTAGE INC4+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,210,107 |
THOMA BRAVO LLC3 years Service code 28 · EIN 26-1416963 | Investment Management | $1,008,912 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $856,036 |
WALTER SCOTT & PARTNERS LIMITED4+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $800,703 |
PNC BANK, N.A.4+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $664,250 |
BLUEBAY ASSET MANAGEMENT LLP3 years Filed as: BLUE BAY LLP Service code 28 · EIN 98-1028247 | Investment Management | $610,313 |
GOLDMAN SACHS4+ years Filed as: CRESCENT MEZZANINE PARTNERS Service code 27 · EIN 80-0790681 | Advisory (Plan) | $602,460 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $598,551 |
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 | $7,764,297-100.0% | $245,396-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -10.42% | -1.95%-8.5pp | -752.26%+741.8pp | -1.95%-8.5pp |
| Employer contribution / active EE | $7,750 | $9,243-16.2% | $31,802-75.6% | $9,243-16.2% |
| Participant deferral / active EE | $0 | $425-100.0% | $47-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $1,223-100.0% | $62,356-100.0% |