Filed October 17, 2006 (most recent of 3 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 |
|---|---|---|
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $149,339 |
Service code 51 · EIN 75-2403190 | Investment Mgmt Fees | $107,860 |
INTEGRITY ASSET MANAGEMENT8+ years Service code 51 · EIN 86-1063006 | Investment Mgmt Fees | $31,477 |
PYRFORD INTERNATIONAL LTD8+ years Filed as: PYRFORD INTERNATIONAL LTD. Service code 51 · EIN 98-0651721 | Investment Mgmt Fees | $29,324 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT Service code 51 · EIN 95-2705767 | Investment Mgmt Fees | $28,803 |
CONESTOGA CAPITAL ADVISORS, LLC8+ years Filed as: CONESTOGA CAPITAL ADVISORS Service code 51 · EIN 23-3072906 | Investment Mgmt Fees | $20,112 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $748,470-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 5.6%-5.6pp |
| Annual return | -15.82% | -7.97%-7.8pp | 0.46%-16.3pp | 39.77%-55.6pp |
| Employer contribution / active EE | $0 | $20,148-100.0% | $35,480-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $2,300-100.0% | $231-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $29,938-100.0% | $62-100.0% |