Filed October 18, 2004 (most recent of 2 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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN INVESTMENTS MGMT, INC. Service code 27 · EIN 13-3200244 | Advisory (Plan) | $480,417 |
DUQUESNE LIGHT COMPANY1+ years Service code 13 · EIN 25-0451600 | Contract Administrator | $367,318 |
WESTERN ASSET MANAGEMENT COMPANY1+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $357,291 |
LCG ASSOCIATES, INC.1+ years Service code 17 · EIN 75-1680350 | Pension Consulting | $329,455 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BNY MELLON ASSET SERVICE Service code 28 · EIN 25-6078093 | Investment Management | $251,435 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $179,344 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 51 · EIN 94-3112180 | Investment Mgmt Fees | $162,333 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 51 · EIN 23-3060887 | Investment Mgmt Fees | $118,992 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENTS MANAGEMENTS CO Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $95,478 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 25-6078093 | Investment Management | $25,513 |
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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 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 | $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 | -1.52% | -1.64%+0.1pp | 16.23%-17.7pp | -0.60%-0.9pp |
| Employer contribution / active EE | $0 | $19,166-100.0% | $17,605-100.0% | $12,272-100.0% |
| 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% |