Filed January 18, 2008 (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 |
|---|---|---|
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN, LP Service code 28 · EIN 13-4064930 | Investment Management | $187,625 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $139,477 |
PNC BANK, N.A.1+ years Filed as: PNC BANK Service code 21 · EIN 25-1211909 | Bank Trustee | $53,805 |
Filed as: GALLAGHER BENEFIT SERVICES, INC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $11,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | -2.36% | 5.09%-7.4pp | 5.00%-7.4pp | 7.18%-9.5pp |
| Employer contribution / active EE | $1,277 | $7,393-82.7% | $35,918-96.4% | $13,095-90.2% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |