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.
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| Provider | Service type | Compensation |
|---|---|---|
THE BANK OF NEW YORK MELLON8+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Custodial (securities); Direct paymen... | $428,422 |
PIMCO FUNDS8+ years Service code 28 · EIN 33-0629048 | Investment Management | $261,919 |
TIMES SQUARE CAPITAL MANAGEMENT8+ years Service code 28 · EIN 20-1665304 | Investment Management | $187,290 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $178,981 |
PUGH CAPITAL7+ years Service code 28 · EIN 91-1522082 | Investment Management | $134,401 |
Filed as: CAMBRIDGE AND ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $118,125 |
FRANKLIN PARK8+ years Service code 16 · EIN 01-0769560 | Consulting | $81,250 |
Filed as: BLUE PRINT CAPITAL ADVISORS Service code 16 680 5TH AVE #12 · NEW YORK, NY 10019 | Consulting | $17,857 |
RHUMBLINE ADVISORS5 years Filed as: RHUMBLINE ADVISORS CORPORATION Service code 16 · EIN 04-3118582 | Consulting | $14,941 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $56,546-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 1.5%-1.5pp | 50.6%-50.6pp | 1.5%-1.5pp |
| Annual return | -7.37% | 23.41%-30.8pp | -11.22%+3.8pp | 23.41%-30.8pp |
| Employer contribution / active EE | $0 | $12,650-100.0% | $32,882-100.0% | $12,650-100.0% |
| Participant deferral / active EE | $0 | $1,474-100.0% | $579-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,473-100.0% | $14,884-100.0% |