Filed September 29, 1995
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 |
|---|---|---|
ARNERICH MASSENA1+ years Filed as: ARNERICH MASSENA & ASSOCIATES INC Service code 27 · EIN 93-1119723 | Advisory (Plan) | $75,000 |
Service code 11 · EIN 13-3689044 | Actuarial | $58,898 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET CORPORATION Service code 15 · EIN 04-1867445 | Recordkeeping | $14,727 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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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 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -2.21% | 4.01%-6.2pp | -2.01%-0.2pp | 1.67%-3.9pp |
| Employer contribution / active EE | $4,907 | $6,352-22.7% | $34,453-85.8% | $10,506-53.3% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |