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 04-1590850 | Contract Administrator | $238,780 |
Service code 11 · EIN 26-1370698 | Actuarial | $163,662 |
CANTERBURY CONSULTING2 years Filed as: CANTERBURY CONSULTING, INC. Service code 27 · EIN 33-0307982 | Advisory (Plan) | $123,279 |
THE BANK OF NEW YORK MELLON4+ years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $93,891 |
PINNACLE ASSOCIATES LTD4+ years Service code 51 · EIN 13-3220717 | Investment Mgmt Fees | $56,432 |
AMERICAN FUNDS2 years Filed as: CRESCENT CAPITAL GROUP, LP Service code 28 · EIN 45-5287411 | Investment Management | $47,027 |
Service code 28 · EIN 13-3257590 | Investment Management | $46,475 |
COVE STREET CAPITAL2 years Service code 28 2101 E EL SEGUNDO BLVD STE 302 · EL SEGUNDO, CA 90245 | Investment Management | $33,495 |
Filed as: VAUGHN NELSON INVESTMENT MGMT Service code 51 · EIN 04-3304963 | Investment Mgmt Fees | $28,801 |
Service code 28 · EIN 56-6669869 | Investment Management | $27,687 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $130,488-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 85.7%-85.7pp | 0.0%0pp |
| Annual return | -7.24% | -10.33%+3.1pp | 3.94%-11.2pp | -10.33%+3.1pp |
| Employer contribution / active EE | $32,832 | $13,491+143.4% | $11,763+179.1% | $13,491+143.4% |
| Participant deferral / active EE | $258 | $2580% | $5,470-95.3% | $2580% |
| Admin fee / account holder | $0 | $0 | $10,652-100.0% | - |