Filed December 13, 2001
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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE TRUST CO Service code 21 · EIN 52-1309931 | Bank Trustee | $408,415 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 51 · EIN 82-2740355 | Investment Mgmt Fees | $388,668 |
PGIM INVESTMENTS2 years Filed as: PGIM, INC. Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $309,223 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL&GENERAL INVESTMENT MANAGEMENT Service code 28 · EIN 20-8058531 | Investment Management | $253,215 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA, INC Service code 17 · EIN 36-3109431 | Pension Consulting | $250,000 |
Service code 28 · EIN 82-0983489 | Investment Management | $233,408 |
SOUND SHORE2 years Filed as: SOUND SHORE MANAGEMENT, INC. Service code 51 · EIN 13-2509799 | Investment Mgmt Fees | $178,337 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $141,199 |
GOLDMAN SACHS7+ years Service code 28 · EIN 13-3575636 | Investment Management | $101,946 |
BLACKROCK2 years Filed as: BLACK ROCK Service code 21 · EIN 94-3112180 | Bank Trustee | $78,200 |
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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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 7.00% | 11.91%-4.9pp | 36.37%-29.4pp | 13.24%-6.2pp |
| Employer contribution / active EE | $157,913 | $16,637+849.2% | $37,223+324.2% | $14,616+980.4% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |