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 LLC8+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181241 | Actuarial | $531,359 |
FARMERS TRUST COMPANY4 years Filed as: FARMERS TRUST Service code 13 · EIN 34-1853512 | Contract Administrator | $18,068 |
HACK,STEER AND ASSOCIATES2 years Filed as: HACK, STEER AND ASSOCIATES Service code 10 · EIN 20-5607042 | Accounting | $8,010 |
Service code 17 · EIN 13-4206965 | Pension Consulting | $7,500 |
HUNTER AND ASSOCIATES8+ years Service code 63 · EIN 25-1681448 | 12b-1 Fees | $4,313 |
Filed as: AMER INFLATION LINKED BD FD CL A Service code 72 | Other investment fees and expenses | $0 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN INFLATION LINKED BOND-A Service code 72 · EIN 45-5527780 | Other investment fees and expenses | $0 |
Service code 72 · EIN 83-2552605 | Other investment fees and expenses | $0 |
CATALYST DYNAMIC ALPHA FUND2 years Filed as: CATALYST ENHANCED INC STRAT FD A Service code 72 | Other investment fees and expenses | $0 |
COLUMBIA2 years Filed as: COLUMBIA FDS SERV TST ST BD A Service code 72 | Other investment fees and expenses | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $281,394-100.0% | $270,125-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 44.3%-44.3pp | 35.7%-35.7pp | 44.5%-44.5pp |
| Annual return | -5.11% | -41.91%+36.8pp | -38.85%+33.7pp | -14.65%+9.5pp |
| Employer contribution / active EE | $0 | $40,098-100.0% | $37,755-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |