Filed May 13, 1994 (most recent of 2 filings on file)
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 |
|---|---|---|
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $399,353 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $360,166 |
CW ASSOCIATES1 year Service code 10 · EIN 26-1659234 | Accounting | $24,309 |
D'AMATO & MALONEY, LLP2+ years Service code 29 · EIN 26-3458324 | Legal | $19,782 |
LSM CONSULTANTS LLC2+ years Filed as: LSM CONSULTANTS, LLC Service code 10 · EIN 26-4006199 | Accounting | $9,629 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 7.89% | 7.66%+0.2pp | 2.08%+5.8pp | 9.19%-1.3pp |
| Employer contribution / active EE | $38,735 | $9,651+301.4% | $47,324-18.1% | $12,608+207.2% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |