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 BARNEY4+ years Filed as: MORGAN STANLEY Service code 27 100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $42,627 |
CONRAD SIEGEL2 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $27,150 |
FIRST STATE TRUST COMPANY4+ years Service code 21 2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803 | Bank Trustee | $11,914 |
BLACKROCK4+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DOUBLELINE CAPITAL LP4+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC1 year Filed as: EDGEWOOD LLC Service code 28 535 MADISON AVE · NEW YORK, NY 10022 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC3 years Service code 28 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Filed as: TORTOISE CAPITAL ADVISORS, L.L.C. Service code 28 1800 DIAGONAL RD #600 · ALEXANDRIA, VA 22314 | Investment Management | $0 |
RIDGEWORTH1 year Filed as: VIRTUS INVESTMENT ADVISERS INC Service code 28 | 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.
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 | $32,320-100.0% | $428,620-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 16.9%-16.9pp | 46.0%-46.0pp | 2.8%-2.8pp |
| Annual return | 2.46% | 12.96%-10.5pp | 20.73%-18.3pp | 16.32%-13.9pp |
| Employer contribution / active EE | $3,063 | $12,913-76.3% | $36,503-91.6% | $17,007-82.0% |
| Participant deferral / active EE | $0 | $148-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $7,495-100.0% | $127-100.0% |