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 |
|---|---|---|
Filed as: CBIZ Service code 11 · EIN 31-1582098 1845 WALNUT STREET, 10TH FLOOR · PHILADELPHIA, PA 19103 | Actuarial | $115,818 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICAGO, IL 60603 | Bank Trustee | $13,484 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 1000 COMMERCE PARK DR. · WILLIAMSPORT, PA 17701 | Accounting | $10,300 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 ONE IRON STREET · BOSTON, MA 022101641 | Custodial (securities); Investment ma... | $8,835 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $267,477-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.5%-35.5pp | 9.9%-9.9pp |
| Annual return | -21.36% | -11.09%-10.3pp | -38.86%+17.5pp | -5.25%-16.1pp |
| Employer contribution / active EE | $0 | $16,800-100.0% | $37,756-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |