Filed May 18, 2001 (most recent of 6 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 |
|---|---|---|
Service code 11 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Actuarial | $206,000 |
AON CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 14 1 LIBERTY STREET · NEW YORK, NY 10006 | Plan Administrator | $83,000 |
BLACKROCK1 year Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $35,000 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 51 · EIN 13-5674085 | Investment Mgmt Fees | $27,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $22,000 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $9,000 |
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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.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -28.37% | 1.88%-30.3pp | -5.12%-23.3pp | 2.78%-31.2pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |