Filed March 9, 2004 (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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $616,808 |
PIER CAPITAL, LLC3+ years Filed as: PIER CAPITAL Service code 28 · EIN 86-1105603 | Investment Management | $107,191 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 28 · EIN 20-4751585 | Investment Management | $96,851 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $81,107 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS ASSET MANAGEMENT Service code 28 · EIN 04-3270358 | Investment Management | $74,299 |
HILLSWICK ASSET MANAGEMENT3+ years Filed as: HILLSWICK ASSET MGMT Service code 28 600 SUMMER STREET SUITE 203 · STAMFORD, CT 06901 | Investment Management | $64,077 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MGMT Service code 28 · EIN 23-2772200 | Investment Management | $61,582 |
INCOME RESEARCH & MANAGEMENT3+ years Service code 28 · EIN 04-2955404 | Investment Management | $42,013 |
MCKONLY & ASBURY LLP3+ years Service code 10 · EIN 23-1909723 | Accounting | $22,807 |
Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $21,873 |
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 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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 16.26% | 79.68%-63.4pp | 16.78%-0.5pp | 23.90%-7.6pp |
| Employer contribution / active EE | $13,860 | $21,735-36.2% | $26,328-47.4% | $16,539-16.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |