Filed December 8, 1994
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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 51 500 WEST MADISON ST STE 1700 · CHICAGO, IL 60661 | Investment Mgmt Fees | $51,815 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1466678 | Securities Custodian | $19,020 |
CONRAD SIEGEL7+ years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $11,150 |
US BANK5 years Filed as: US BANK, NA Service code 10 · EIN 31-0841368 | Accounting | $6,119 |
Filed as: ARGA INVESTMENT MANAGEMENT, LP Service code 28 ONE FREEDOM VALLEY DR · OAKS, PA 19456 | Investment Management | $0 |
Service code 28 550 E SWEDESFORD RD · RADNOR, PA 19087 | Investment Management | $0 |
DODGE & COX6 years Service code 28 · EIN 94-1441976 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GQG PARTNERS LLC2 years Service code 28 P.O. BOX 219009 · KANSAS CITY, MO 641219009 | Investment Management | $0 |
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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 | $24,265-100.0% | $79,278-100.0% | $24,265-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.7%-7.7pp | 11.2%-11.2pp |
| Annual return | 6.34% | 7.39%-1.0pp | 0.87%+5.5pp | 9.01%-2.7pp |
| Employer contribution / active EE | $12,771 | $21,308-40.1% | $17,293-26.1% | $12,866-0.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $260-100.0% |
| Admin fee / account holder | $0 | $4,785-100.0% | $20-100.0% | $4,785-100.0% |