Filed February 10, 2009
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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $152,465 |
FARMERS TRUST COMPANY1 year Filed as: FARMERS TRUST Service code 13 · EIN 34-1853512 | Contract Administrator | $18,898 |
HUNTER AND ASSOCIATES5+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $15,475 |
HACK,STEER AND ASSOCIATES3 years Service code 10 · EIN 20-5607042 | Accounting | $6,880 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN INFLATION LINKED BOND FUND Service code 72 · EIN 45-5527780 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND4 years Service code 72 · EIN 45-3837720 | Other investment fees and expenses | $0 |
EATON VANCE5+ years Filed as: EATON VANCE ATLANTA SMID CAP A Service code 72 · EIN 01-0553859 | Other investment fees and expenses | $0 |
EMRALD BANKING FINANCE3 years Service code 72 · EIN 23-2882135 | Other investment fees and expenses | $0 |
AMERICAN FUNDS3 years Filed as: EMRALD GROWTH FUND Service code 72 · EIN 23-2696899 | Other investment fees and expenses | $0 |
FUNDAMENTAL ADVISORS, LP3 years Filed as: FUNDAMENTAL INVESTORS Service code 72 | Other investment fees and expenses | $0 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 17.33% | 15.61%+1.7pp | 20.73%-3.4pp | 53.27%-35.9pp |
| Employer contribution / active EE | $15,520 | $10,773+44.1% | $36,503-57.5% | $14,774+5.0% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |