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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 11 · EIN 11-3665754 | Actuarial | $47,825 |
THE BANK OF NEW YORK MELLON7+ years Filed as: U.S. BANK, N.A. Service code 25 · EIN 31-0841368 | Directed Trustee | $41,202 |
CANTERBURY CONSULTING7+ years Filed as: CANTERBURY CONSULTING, INC. Service code 17 · EIN 33-0307982 | Pension Consulting | $40,440 |
MILLER KAPLAN ARASE LLP7+ years Filed as: MILLER, KAPLAN, ARASE & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $13,250 |
Filed as: VAUGHAN NELSON INVESTMENT MANAGEMEN Service code 28 · EIN 04-3304963 | Investment Management | $10,163 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $6,036 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | -12.72% | 13.34%-26.1pp | 0.46%-13.2pp | -5.25%-7.5pp |
| Employer contribution / active EE | $0 | $19,967-100.0% | $35,480-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |