Filed October 25, 2013 (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 |
|---|---|---|
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $572,051 |
NATIONAL PENN INVESTORS2+ years Filed as: NATIONAL PENN INVESTORS TRUST Service code 28 · EIN 23-2767832 | Investment Management | $140,850 |
AON CONSULTING2+ years Service code 11 · EIN 23-2293237 | Actuarial | $51,624 |
GRANT THORNTON LLP2+ years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $33,075 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $128,366-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 4.5%-4.5pp |
| Annual return | 12.98% | 10.88%+2.1pp | 9.39%+3.6pp | 13.95%-1.0pp |
| Employer contribution / active EE | $134,677 | $18,458+629.7% | $33,466+302.4% | $16,598+711.4% |
| Participant deferral / active EE | $0 | $2,276-100.0% | $657-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,132-100.0% | $612-100.0% |