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 |
|---|---|---|
WILMINGTON TRUST1+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $156,096 |
CONRAD SIEGEL1+ years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $54,734 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $10,310 |
AQR CAPITAL MANAGEMENT LLC1+ years Service code 28 | Investment Management | $0 |
BLACKSTONE1+ years Filed as: BLACKSTONE ALTERNATIVE INVESTMENT A Service code 28 | Investment Management | $0 |
FRANKLIN TEMPLETON1+ years Filed as: CLEARBRIDGE, LLC Service code 28 | Investment Management | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 3.76% | 15.60%-11.8pp | 29.77%-26.0pp | 16.32%-12.6pp |
| Employer contribution / active EE | $10,564 | $11,838-10.8% | $33,607-68.6% | $17,007-37.9% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |