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 MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $587,384 |
PIMCO FUNDS11+ years Service code 28 · EIN 33-0629048 | Investment Management | $515,945 |
Filed as: CAMBRIDGE AND ASSOCIATES Service code 16 · EIN 04-3515240 | Consulting | $236,250 |
PUGH CAPITAL10+ years Service code 28 · EIN 91-1522082 | Investment Management | $206,494 |
FRANKLIN PARK11+ years Service code 16 · EIN 01-0769560 | Consulting | $162,500 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $89,781 |
Filed as: SILCHESTER Service code 28 · EIN 45-3056700 | Investment Management | $36,021 |
AON CONSULTING1 year Filed as: AON Service code 11 2001 K STREET NW · WASHINGTON, DC 20006 | Actuarial | $6,097 |
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.
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 | $0 | $110,417-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 58.0%-58.0pp | 0.0%0pp |
| Annual return | 6.52% | 10.52%-4.0pp | 4.13%+2.4pp | 10.52%-4.0pp |
| Employer contribution / active EE | $0 | $15,140-100.0% | $15,783-100.0% | $15,140-100.0% |
| Participant deferral / active EE | $0 | $2,028-100.0% | $1,006-100.0% | $2,028-100.0% |
| Admin fee / account holder | $0 | $0 | $15,244-100.0% | - |