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 BARNEY5+ years Filed as: MORGAN STANLEY Service code 27 100 FRONT STREET, SUITE 600 · WEST CONSHOHOCKEN, PA 19428 | Advisory (Plan) | $42,459 |
CONRAD SIEGEL3 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $23,650 |
FIRST STATE TRUST COMPANY5+ years Service code 21 2 RIGHTER PARKWAY, SUITE 250 · WILMINGTON, DE 19803 | Bank Trustee | $13,425 |
BLACKROCK5+ years Filed as: BLACKROCK ADVISORS LLC Service code 28 · EIN 51-0318674 | Investment Management | $0 |
DOUBLELINE CAPITAL LP5+ years Service code 28 333 SOUTH GRAND AVENUE, SUITE 1800 · LOS ANGELES, CA 90071 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC2 years Filed as: EDGEWOOD LLC Service code 28 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
EDGEWOOD MANAGEMENT LLC4 years Service code 28 | Investment Management | $0 |
Filed as: JP MORGAN INVESTMENT INC Service code 28 · EIN 13-2624428 | Investment Management | $0 |
Service code 28 | Investment Management | $0 |
Filed as: PRUDENTIAL INVESTMENT PORTFOLIOS IN Service code 28 655 BROAD STREET · NEWARK, NJ 07102 | 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | -1.62% | 9.03%-10.7pp | 90.60%-92.2pp | 627.08%-628.7pp |
| Employer contribution / active EE | $2,970 | $13,843-78.5% | $32,727-90.9% | $18,824-84.2% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |