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 |
|---|---|---|
Service code 13 · EIN 41-1590850 | Contract Administrator | $230,540 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $134,448 |
CANTERBURY CONSULTING2+ years Service code 27 · EIN 33-0307982 | Advisory (Plan) | $116,026 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $80,925 |
JOHNSTON ASSET MANAGEMENT2+ years Service code 28 · EIN 13-3257590 | Investment Management | $67,749 |
AMERICAN FUNDS2+ years Filed as: CRESCENT CAPITAL Service code 28 · EIN 45-5287411 | Investment Management | $48,029 |
PINNACLE ASSOCIATES LTD2+ years Service code 51 · EIN 13-3220717 | Investment Mgmt Fees | $44,535 |
ADVISORY RESEARCH2+ years Filed as: ADVISORY RESEARCH, INC. Service code 28 · EIN 36-2831881 | Investment Management | $42,715 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 56-6669869 | Investment Management | $26,882 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $22,750 |
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Participant 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 | $0 | $132,531-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 93.5%-93.5pp | 0.0%0pp |
| Annual return | 4.31% | 3.81%+0.5pp | -2.60%+6.9pp | 3.81%+0.5pp |
| Employer contribution / active EE | $27,580 | $24,712+11.6% | $10,558+161.2% | $24,712+11.6% |
| Participant deferral / active EE | $189 | $1890% | $5,911-96.8% | $1890% |
| Admin fee / account holder | $0 | $0 | $1,049-100.0% | - |