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 |
|---|---|---|
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $480,134 |
Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $416,869 |
LCG ASSOCIATES, INC.4+ years Service code 16 · EIN 75-1680350 | Consulting | $275,000 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON ASSET SERVICE Service code 18 · EIN 13-5160382 | Custodial (securities); Custodial (ot... | $274,847 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-6052285 | Investment Management | $198,431 |
DUQUESNE LIGHT COMPANY4+ years Service code 99 · EIN 25-0451600 | Other Fees | $180,303 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $132,664 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES, LLC Service code 16 · EIN 36-2235791 | Consulting | $122,020 |
THE BANK OF NEW YORK MELLON4+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 28 · EIN 24-1442864 | Investment Management | $63,638 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY Service code 28 · EIN 23-3060887 | Investment Management | $54,200 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $18,026,966-100.0% | $221,583-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 1.8%-1.8pp |
| Annual return | -4.24% | -5.24%+1.0pp | -6.55%+2.3pp | 0.19%-4.4pp |
| Employer contribution / active EE | $28,141 | $21,507+30.8% | $21,653+30.0% | $13,763+104.5% |
| Participant deferral / active EE | $0 | $326-100.0% | $160-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $1,920-100.0% | $426-100.0% |