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 |
|---|---|---|
AON CONSULTING2 years Filed as: AON Service code 14 · EIN 22-2232264 259 N. RADNOR CHESTER ROAD · RADNOR, PA 19087 | Plan Administrator | $382,991 |
THE VANGUARD GROUP, INC.9+ years Service code 15 · EIN 23-2186884 100 VANGUARD BOULEVARD · MALVERN, PA 19355 | Recordkeeping | $193,974 |
MERCER9+ years Service code 11 · EIN 13-2834414 30 SOUTH 17TH STREET · PHILADELPHIA, PA 19103 | Actuarial | $149,682 |
URISH POPECK & CO., LLC2 years Service code 10 · EIN 25-1306171 330 INNOVATION BOULEVARD · STATE COLLEGE, PA 16803 | Accounting | $12,870 |
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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 | $9,556,684-100.0% | $80,293-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.4%-2.4pp |
| Annual return | 9.92% | 8.68%+1.2pp | 15.31%-5.4pp | 22.81%-12.9pp |
| Employer contribution / active EE | $0 | $9,089-100.0% | $28,686-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $199-100.0% | $126-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | $456-100.0% | $85,222-100.0% |