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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Actuarial | $684,000 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC. Service code 14 1 LIBERTY STREET · NEW YORK, NY 10006 | Plan Administrator | $462,000 |
BLACKROCK8+ years Filed as: BLACKROCK CAPITAL MANAGEMENT, INC. Service code 51 · EIN 13-3806691 | Investment Mgmt Fees | $211,000 |
Filed as: JP MORGAN CHASE BANK, N.A. Service code 21 · EIN 13-4994650 | Bank Trustee | $200,000 |
THE VANGUARD GROUP, INC.8+ years Filed as: THE VANGUARD GROUP Service code 49 · EIN 23-1945930 | Other Services | $42,000 |
SCANTEK2 years Service code 36 1100 EASTON RD. · WILLOW GROVE, PA 19090 | Copying and duplicating | $29,000 |
Filed as: NISA INVESTMENT ADVISORS Service code 51 105 S. HANLEY RD. · CLAYTON, MO 63105 | Investment Mgmt Fees | $27,000 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $23,000 |
THE BANK OF NEW YORK MELLON8+ years Filed as: MELLON CAPITAL MANAGEMENT Service code 51 · EIN 25-6078093 | Investment Mgmt Fees | $20,000 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | -23.75% | 1.88%-25.6pp | -5.12%-18.6pp | 2.78%-26.5pp |
| 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% |