Filed September 17, 2007 (most recent of 2 filings on file)
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 |
|---|---|---|
USI CONSULTING GROUP1+ years Service code 11 · EIN 13-4032401 | Actuarial | $101,338 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $90,070 |
MARATHON ASSET MANAGEMENT1+ years Filed as: MARATHON Service code 28 · EIN 44-6201673 | Investment Management | $63,904 |
Service code 28 · EIN 36-7324183 | Investment Management | $17,778 |
BENEFIT CONCEPTS INCORPORATED1+ years Service code 28 · EIN 06-1053228 | Investment Management | $16,969 |
Filed as: GRYPHON INTERNATIONAL INVEST. CORP Service code 27 · EIN 98-0432908 | Advisory (Plan) | $9,305 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $219,333-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.8%-0.8pp |
| Annual return | -1.75% | -0.96%-0.8pp | -2.01%+0.3pp | -0.60%-1.1pp |
| Employer contribution / active EE | $4,692 | $6,828-31.3% | $34,453-86.4% | $12,272-61.8% |
| Participant deferral / active EE | $0 | $232-100.0% | $34-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $5,362-100.0% | $717-100.0% |