Filed December 28, 2005 (most recent of 3 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.
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| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 27-0676603 | Actuarial | $373,897 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGMT., LP Service code 28 · EIN 13-3575636 | Investment Management | $320,656 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GAMCO INVESTORS Service code 28 · EIN 13-4044521 | Investment Management | $318,468 |
PHILADELPHIA TRUST COMPANY1+ years Filed as: THE PHILADELPHIA TRUST CO. Service code 28 · EIN 23-2979239 | Investment Management | $283,146 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 25 · EIN 94-1687665 | Directed Trustee | $280,155 |
COLUMBIA1+ years Filed as: COLUMBIA MANAGEMENT INV. DIST., INC Service code 28 225 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $24,929 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE Service code 10 · EIN 39-0859910 | Accounting | $24,484 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER/BERMAN Service code 28 605 THIRD AVENUE · NEW YORK, NY 101583698 | Investment Management | $15,335 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS INSTITUTIONAL ADVISORS, INC. Service code 28 · EIN 04-3247425 | Investment Management | $12,622 |
ROBECO INVESTMENT MANAGEMENT1+ years Filed as: ROBECO INV. FUNDS C/O FORESIDE FUND Service code 28 400 BERWYN PARK · BERWYN, PA 19312 | Investment Management | $9,957 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -1.18% | -1.64%+0.5pp | 16.23%-17.4pp | -0.60%-0.6pp |
| Employer contribution / active EE | $15,907 | $19,166-17.0% | $17,605-9.6% | $12,272+29.6% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |