Filed September 14, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
USI CONSULTING GROUP3 years Service code 11 · EIN 06-1053228 | Actuarial | $350,124 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-2159373 | Investment Management | $328,280 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $311,073 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $284,260 |
Filed as: WILSHIRE ADVISORS, LLC Service code 28 · EIN 95-2755361 | Investment Management | $103,414 |
JONES WALKER LLP7 years Filed as: JONES WALKER, LLP Service code 29 · EIN 72-0445111 | Legal | $60,880 |
EISNERAMPER LLP1 year Service code 10 · EIN 87-1363769 | Accounting | $23,400 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 9.89% | 8.84%+1.0pp | 12.68%-2.8pp | 9.11%+0.8pp |
| Employer contribution / active EE | $0 | $8,705-100.0% | $41,626-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |