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.
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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-2186884 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Recordkeeping | $137,687 |
MERCER8+ years Service code 11 · EIN 13-2834414 1717 ARCH STREET · PHILADELPHIA, PA 19103 | Actuarial | $93,392 |
URISH POPECK & CO., LLC1 year Service code 10 · EIN 25-1306171 330 INNOVATION BOULEVARD · STATE COLLEGE, PA 16803 | Accounting | $21,801 |
AON CONSULTING1 year Filed as: AON Service code 14 · EIN 22-2232264 259 N. RADNOR CHESTER ROAD · RADNOR, PA 19087 | Plan Administrator | $14,023 |
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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 | $136,977-100.0% | $53,690-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 7.7%-7.7pp | 8.6%-8.6pp | 5.6%-5.6pp |
| Annual return | -23.45% | -15.49%-8.0pp | -4.80%-18.6pp | 39.82%-63.3pp |
| Employer contribution / active EE | $0 | $9,399-100.0% | $30,897-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $320-100.0% | $64-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $4-100.0% | $40,849-100.0% | $62-100.0% |