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 MELLON2+ years Filed as: BANK OF NEW YORK MELLON TRUST CO Service code 13 · EIN 13-5160382 500 GRANT STREET · PITTSBURGH, PA 15258 | Contract Administrator | $166,574 |
INCOME RESEARCH & MANAGEMENT2+ years Service code 28 · EIN 04-2955404 100 FEDERAL STREET FL 30 · BOSTON, MA 02110 | Investment Management | $143,449 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 500 W MADISON ST SUITE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $118,175 |
HARVEST FUND ADVISORS LLC2+ years Service code 28 · EIN 13-4314689 100 WEST LANCASTER AVE FL2 · WAYNE, PA 19087 | Investment Management | $113,517 |
AON CONSULTING2+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $109,533 |
TIMES SQUARE CAPITAL MANAGEMENT2+ years Filed as: TIMESSQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 PO BOX 4442 · NEW YORK, NY 10163 | Investment Management | $78,348 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL Service code 28 · EIN 22-3367558 300 FRANK W BURR BLVD 7TH FL · TEANECK, NJ 07666 | Investment Management | $66,756 |
GRANT THORNTON LLP2+ years Service code 10 · EIN 36-6055558 33562 TREASURY CENTER · CHICAGO, IL 60694 | Accounting | $20,265 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 PO BOX 4998 · SYRACUSE, NY 13221 | Contract Administrator | $18,577 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $381,942,733-100.0% | $264,156-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 45.6%-45.6pp | 0.0%0pp |
| Annual return | 7.72% | 9.19%-1.5pp | 4.74%+3.0pp | 9.19%-1.5pp |
| Employer contribution / active EE | $19,193 | $12,608+52.2% | $46,220-58.5% | $12,608+52.2% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $248-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $12,050-100.0% | $2,655,710-100.0% |