Filed June 8, 2009
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 |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $58,609 |
CANTERBURY CONSULTING1+ years Filed as: CANTERBURY CONSULTING, INC. Service code 17 · EIN 33-0307982 | Pension Consulting | $42,590 |
THE BANK OF NEW YORK MELLON1+ years Filed as: U.S. BANK, N.A. Service code 25 · EIN 31-0841368 | Directed Trustee | $38,660 |
MILLER KAPLAN ARASE LLP1+ years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $12,500 |
VAUGHAN NELSON INVESTMENT MGMT1+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $11,047 |
PINNACLE ASSOCIATES LTD1+ years Filed as: PINNACLE ASSOCIATES Service code 28 · EIN 13-3220717 | Investment Management | $10,773 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $43,809-100.0% | $115,939-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 7.6%-7.6pp | 19.3%-19.3pp | 12.6%-12.6pp |
| Annual return | -4.86% | 4.23%-9.1pp | 3.97%-8.8pp | 4.56%-9.4pp |
| Employer contribution / active EE | $0 | $16,147-100.0% | $28,168-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $0 | $429-100.0% | $274-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $850-100.0% | $12,837-100.0% | $1,711-100.0% |