Filed February 18, 1998 (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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.1+ years Service code 28 · EIN 39-1346018 | Investment Management | $133,454 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J.P. MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $59,499 |
C.S. MCKEE, L.P.1+ years Service code 28 · EIN 25-1900687 | Investment Management | $52,932 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS, LLC Service code 27 · EIN 13-3954297 | Advisory (Plan) | $31,250 |
BPS&M1+ years Filed as: BPS & M, LLC Service code 11 · EIN 62-0853448 | Actuarial | $26,174 |
DEMING MALONE LIVESAY & OSTROFF1+ years Filed as: DEMING, MALONE, LIVESAY & OSTROFF Service code 10 · EIN 61-1064249 | Accounting | $7,400 |
Service code 28 245 PARK AVENUE · NEW YORK, NY 10167 | Investment Management | $5,330 |
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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 | $211,396-100.0% | $177,167-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 11.8%-11.8pp | 4.3%-4.3pp |
| Annual return | -1.26% | 2.81%-4.1pp | -2.52%+1.3pp | 2.81%-4.1pp |
| Employer contribution / active EE | $51,029 | $16,358+211.9% | $82,375-38.1% | $16,358+211.9% |
| Participant deferral / active EE | $0 | $775-100.0% | $201-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $1,917-100.0% | $1,639-100.0% |