Filed September 21, 2007
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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $43,219 |
CONRAD SIEGEL1+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $18,500 |
FIRST STATE TRUST COMPANY1+ years Service code 21 2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803 | Bank Trustee | $8,249 |
ROBECO INVESTMENT MANAGEMENT1+ years Service code 27 909 THIRD AVENUE, 32ND FLOOR · NEW YORK, NY 10022 | Advisory (Plan) | $1,608 |
ALPHASIMPLEX GROUP, LLC1+ years Service code 28 255 MAIN STREET · CAMBRIDGE, MA 02142 | Investment Management | $0 |
BLACKROCK1+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE1+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
CENTRAL PARK GROUP, LLC1+ years Service code 28 805 3RD AVE 18TH FLOOR · NEW YORK, NY 10022 | Investment Management | $0 |
DOUBLELINE CAPITAL LP1+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | -2.57% | 45.66%-48.2pp | 5.00%-7.6pp | 11.88%-14.4pp |
| Employer contribution / active EE | $2,388 | $9,637-75.2% | $35,918-93.4% | $14,612-83.7% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |