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 SERVICES5+ years Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 10TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $284,500 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 ONE IRON STREET · BOSTON, MA 022101641 | Investment management fees paid direc... | $99,467 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $90,025 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 1000 COMMERCE PARK DR. · WILLIAMSPORT, PA 17701 | Accounting | $15,755 |
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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 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 13.32% | 9.72%+3.6pp | 10.75%+2.6pp | 13.24%+0.1pp |
| Employer contribution / active EE | $4,068 | $10,988-63.0% | $35,170-88.4% | $14,616-72.2% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |