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 | $2,778,608 |
THE RETIREMENT ADVANTAGE INC7+ years Filed as: INTL UNION OF PAINTERS & ALLIED TRA Service code 49 · EIN 35-0198600 | Other Services | $1,968,033 |
JENNINGS SIGMOND P.C.7+ years Service code 29 · EIN 23-2025670 | Legal | $1,666,560 |
NEPC, LLC7+ years Filed as: NEPC LLC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $1,245,286 |
Filed as: ASHMORE INVESTMENT ADVISORS LTD Service code 28 | Investment Management | $1,005,850 |
NEUBERGER BERMAN7+ years Filed as: NEUBERGER BERMAN LLC Service code 27 · EIN 13-5521910 | Advisory (Plan) | $981,093 |
VITECH SYSTEMS GROUP7+ years Filed as: VITECH SYSTEMS GROUP INC Service code 49 · EIN 13-3785492 | Other Services | $701,237 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BNY MELLON INVESTMENT MGT LTD Service code 28 | Investment Management | $637,166 |
WALTER SCOTT & PARTNERS LIMITED7+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $611,679 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $607,460 |
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 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 6.84% | 13.51%-6.7pp | 11.08%-4.2pp | 13.51%-6.7pp |
| Employer contribution / active EE | $7,048 | $8,170-13.7% | $28,418-75.2% | $8,170-13.7% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |