Filed March 18, 2002
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 |
|---|---|---|
MITCHELL & TITUS, LLP1+ years Filed as: MITCHELL SILBERBERG & KNUPP LLP Service code 29 · EIN 95-1883538 | Legal | $230,836 |
Service code 13 · EIN 41-1590850 | Contract Administrator | $229,739 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $114,778 |
CANTERBURY CONSULTING1+ years Service code 27 · EIN 33-0307982 | Advisory (Plan) | $112,808 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $83,672 |
JOHNSTON ASSET MANAGEMENT1+ years Service code 28 · EIN 13-3257590 | Investment Management | $49,833 |
AMERICAN FUNDS1+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $40,999 |
PINNACLE ASSOCIATES LTD1+ years Service code 28 · EIN 13-3220717 | Investment Management | $39,956 |
ADVISORY RESEARCH1+ years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 | Investment Management | $35,782 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 56-6669869 | Investment Management | $24,948 |
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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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $131,779-100.0% | $175,840-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 86.7%-86.7pp | - |
| Annual return | -3.26% | -3.03%-0.2pp | -0.84%-2.4pp | - |
| Employer contribution / active EE | $24,550 | $24,5500% | $9,031+171.8% | - |
| Participant deferral / active EE | $205 | $2050% | $5,735-96.4% | - |
| Admin fee / account holder | $0 | $4,808-100.0% | $6,367-100.0% | - |