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 |
|---|---|---|
Filed as: BEACHPOINT CAPITAL MANAGMENT LP Service code 28 · EIN 80-0242162 | Investment Management | $2,495,397 |
THE RETIREMENT ADVANTAGE INC6+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,481,018 |
JENNINGS SIGMOND P.C.6+ years Service code 29 · EIN 23-2025670 | Legal | $1,231,629 |
NEUBERGER BERMAN6+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $1,147,762 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $1,042,580 |
WALTER SCOTT & PARTNERS LIMITED6+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,000,877 |
Filed as: ASHMORE INVESTMENT ADVISORS LTD Service code 28 | Investment Management | $953,159 |
NEPC, LLC6+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $833,628 |
NORTHERN TRUST COMPANY6+ years Filed as: NORTHERN TRUST CORPORATION Service code 19 · EIN 36-2723087 | Securities Custodian | $706,489 |
PNC BANK, N.A.6+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 24 · EIN 22-1146430 | Discretionary Trustee | $698,994 |
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 | $0 | $162,072-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 33.1%-33.1pp | 0.0%0pp |
| Annual return | 11.28% | 13.80%-2.5pp | 8.01%+3.3pp | 13.80%-2.5pp |
| Employer contribution / active EE | $8,554 | $10,386-17.6% | $29,476-71.0% | $10,386-17.6% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $630-100.0% | - |