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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: KRAVITZ, INC. Service code 11 · EIN 95-3207191 | Actuarial | $49,004 |
THE BANK OF NEW YORK MELLON2+ years Filed as: U.S. BANK, N.A. Service code 25 · EIN 31-0841368 | Directed Trustee | $40,213 |
CANTERBURY CONSULTING2+ years Filed as: CANTERBURY CONSULTING, INC. Service code 17 · EIN 33-0307982 | Pension Consulting | $39,611 |
MILLER KAPLAN ARASE LLP2+ years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $12,500 |
VAUGHAN NELSON INVESTMENT MGMT2+ years Filed as: VAUGHAN NELSON Service code 28 · EIN 04-3304963 | Investment Management | $11,603 |
PINNACLE ASSOCIATES LTD2+ years Filed as: PINNACLE ASSOCIATES Service code 28 · EIN 13-3220717 | Investment Management | $11,014 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $62,467-100.0% | $128,366-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 15.3%-15.3pp | 19.3%-19.3pp | 11.3%-11.3pp |
| Annual return | 13.46% | 11.00%+2.5pp | 9.39%+4.1pp | 10.41%+3.0pp |
| Employer contribution / active EE | $0 | $16,132-100.0% | $33,466-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $198-100.0% | $657-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,085-100.0% | $2,132-100.0% | $2,646-100.0% |