Filed March 1, 2005 (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 |
|---|---|---|
CONRAD SIEGEL3 years Service code 15 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Recordkeeping | $3,950 |
Filed as: BOSTON TRUST INVESTMENT , INC. Service code 28 ONE BEACON STREET · BOSTON, MA 02108 | Investment Management | $0 |
Filed as: BOSTON TRUST INVESTMENT MANAGEMENT Service code 28 | Investment Management | $0 |
CHARLES SCHWAB & CO., INC.5+ years Service code 19 | Securities Custodian | $0 |
DIMENSIONAL FUND ADVISORS5+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET LP Service code 28 · EIN 13-4019460 | Investment Management | $0 |
GOLDMAN SACHS1 year Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,932 | $61,473+44.7% | $81,726+8.8% | $73,412+21.1% |
| Participation rate | 81.2% | 72.4%+8.8pp | 72.0%+9.2pp | 72.2%+9.0pp |
| Annual return | 3.16% | 28.26%-25.1pp | 29.49%-26.3pp | 59.30%-56.1pp |
| Employer contribution / active EE | $686 | $1,898-63.9% | $4,311-84.1% | $2,234-69.3% |
| Participant deferral / active EE | $2,594 | $3,080-15.8% | $7,108-63.5% | $3,806-31.9% |
| Admin fee / account holder | $14 | $125-89.0% | $5,160-99.7% | $158-91.2% |