Filed September 4, 2007 (most recent of 2 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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON Service code 11 · EIN 22-2232264 259 N. RADNOR CHESTER ROAD · RADNOR, PA 19087 | Actuarial | $262,459 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 15 · EIN 25-1197336 | Recordkeeping | $101,893 |
MERCER10+ years Service code 11 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Actuarial | $95,150 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Recordkeeping | $15,525 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $33,520-100.0% | $148,078-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 2.1%-2.1pp |
| Annual return | 2.07% | 5.87%-3.8pp | 6.70%-4.6pp | 7.65%-5.6pp |
| Employer contribution / active EE | $0 | $10,827-100.0% | $25,217-100.0% | $20,582-100.0% |
| Participant deferral / active EE | $0 | $250-100.0% | $47-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $7,182-100.0% | $193-100.0% |