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.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BEACHPOINT CAPITAL MANAGMENT LP Service code 28 · EIN 80-0242162 | Investment Management | $5,099,084 |
THE RETIREMENT ADVANTAGE INC5+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,455,674 |
JENNINGS SIGMOND P.C.5+ years Service code 29 · EIN 23-2025670 | Legal | $1,332,291 |
NEUBERGER BERMAN5+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $1,262,938 |
THE BANK OF NEW YORK MELLON5+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $1,052,325 |
WALTER SCOTT & PARTNERS LIMITED5+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,010,232 |
CANYON PARTNERS4 years Filed as: CANYON PARTNERS LLC Service code 28 · EIN 95-4665514 | Investment Management | $811,139 |
PNC BANK, N.A.5+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $692,452 |
VITECH SYSTEMS GROUP5+ years Filed as: VITECH SYSTEMS GROUP INC Service code 15 · EIN 13-3785492 | Recordkeeping | $676,995 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $664,613 |
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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 | $894,319,009-100.0% | $362,723-100.0% | $894,319,009-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 15.54% | 24.48%-8.9pp | 10.56%+5.0pp | 24.48%-8.9pp |
| Employer contribution / active EE | $8,458 | $9,418-10.2% | $30,197-72.0% | $9,418-10.2% |
| Participant deferral / active EE | $0 | $501-100.0% | $33-100.0% | $501-100.0% |
| Admin fee / account holder | $0 | $2,968,729-100.0% | $2,168-100.0% | $2,968,729-100.0% |