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.
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 |
|---|---|---|
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 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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% |