Filed November 3, 2013
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON5+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (other than securities); Tr... | $262,086 |
PIMCO FUNDS5+ years Service code 28 · EIN 33-0434032 | Investment Management | $234,363 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE Service code 16 · EIN 04-3515240 | Consulting | $233,438 |
FRANKLIN PARK5+ years Service code 16 · EIN 01-0769560 | Consulting | $203,125 |
TIMES SQUARE CAPITAL MANAGEMENT5+ years Service code 28 · EIN 20-1665304 | Investment Management | $159,797 |
PUGH CAPITAL4+ years Service code 28 · EIN 91-1522082 | Investment Management | $141,048 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE ADVISORS CORPORATION Service code 16 · EIN 04-3118582 | Consulting | $16,084 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $341,093,897-100.0% | $143,222-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.6%-57.6pp | 0.0%0pp |
| Annual return | 18.65% | 21.83%-3.2pp | 8.97%+9.7pp | 21.83%-3.2pp |
| Employer contribution / active EE | $11,644 | $12,237-4.8% | $37,026-68.6% | $12,237-4.8% |
| Participant deferral / active EE | $0 | $987-100.0% | $1,023-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,546-100.0% | $1,551,325-100.0% |