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.
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $39,470 |
CONRAD SIEGEL2+ years Filed as: CONRAD SIEGEL ACTUARIES Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $18,800 |
FIRST STATE TRUST COMPANY2+ years Service code 21 2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803 | Bank Trustee | $11,091 |
BLACKROCK2+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
BLACKSTONE2+ years Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $0 |
DOUBLELINE CAPITAL LP2+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC1 year Service code 28 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, L.P Service code 28 · EIN 13-4019460 | Investment Management | $0 |
LOOMIS SAYLES2+ years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $0 |
SKYBRIDGE CAPITAL2+ years Service code 28 527 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 8.64% | 10.93%-2.3pp | 10.16%-1.5pp | 13.95%-5.3pp |
| Employer contribution / active EE | $2,490 | $10,209-75.6% | $33,192-92.5% | $16,598-85.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |