Filed October 11, 1994
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 |
|---|---|---|
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, SUITE 1400 · PHILADELPHIA, PA 19103 | Actuarial | $249,282 |
STATE STREET GLOBAL ADVISORS1+ years Service code 19 · EIN 81-4017137 ONE IRON STREET · BOSTON, MA 022101641 | Securities Custodian | $44,310 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $29,723 |
GRANT THORNTON LLP1+ years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 2001 MARKET STREET · PHILADELPHIA, PA 191037080 | Accounting | $20,496 |
HIRTLE, CALLAGHAN & COMPANY1+ years Filed as: HIRTLE, CALLAGHAN & CO. LLC Service code 28 · EIN 26-2821689 FIVE TOWER BRIDGE · WEST CONSHOHOCKEN, PA 19428 | Investment Management | $15,809 |
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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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 56.97% | 12.40%+44.6pp | 10.16%+46.8pp | 23.90%+33.1pp |
| Employer contribution / active EE | $4,226 | $8,748-51.7% | $33,192-87.3% | $16,539-74.5% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |