Filed June 14, 2005 (most recent of 3 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 |
|---|---|---|
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $363,826 |
WELLINGTON TRUST COMPANY6+ years Filed as: WELLINGTON ASSET MANAGEMENT Service code 28 · EIN 04-2683227 | Investment Management | $157,240 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK AND COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $33,718 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $29,772 |
CURCIO WEBB6+ years Service code 28 · EIN 36-4171366 | Investment Management | $24,750 |
DRINKER BIDDLE & REATH LLP6+ years Filed as: DRINKER BIDDLE Service code 29 · EIN 23-1423089 | Legal | $8,071 |
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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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 17.37% | 16.36%+1.0pp | 793.01%-775.6pp | 11.45%+5.9pp |
| Employer contribution / active EE | $20,581 | $15,595+32.0% | $27,004-23.8% | $17,219+19.5% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |