Filed January 3, 2012
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 13 · EIN 13-5160382 500 GRANT STREET · PITTSBURGH, PA 15258 | Contract Administrator | $131,753 |
AON CONSULTING1+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $120,434 |
DIMEO SCHNEIDER & ASSOCIATES LLC1+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST. SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $117,372 |
HARVEST FUND ADVISORS LLC1+ years Service code 28 · EIN 13-4314689 100 WEST LANCASTER AVE FL2 · WAYNE, PA 19087 | Investment Management | $105,041 |
SIDLEY AUSTIN LLP1+ years Service code 29 · EIN 36-2158694 ONE SOUTH DEARBORN · CHICAGO, IL 60603 | Legal | $91,276 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 PO BOX 4442 · NEW YORK, NY 10163 | Investment Management | $85,549 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD 7TH FL · TEANECK, NJ 07666 | Investment Management | $63,572 |
INCOME RESEARCH & MANAGEMENT1+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET FL 30 · BOSTON, MA 02110 | Investment Management | $42,131 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 28 · EIN 04-1867445 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $24,345 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 PO BOX 4998 · SYRACUSE, NY 13221 | Contract Administrator | $20,525 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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% | $252,559-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.0%0pp |
| Annual return | -7.42% | 1.67%-9.1pp | -1.68%-5.7pp | 1.67%-9.1pp |
| Employer contribution / active EE | $11,978 | $10,506+14.0% | $44,959-73.4% | $10,506+14.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $330-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $12,994-100.0% | $66,276-100.0% |