Filed September 8, 2009 (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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $577,538 |
PNC BANK, N.A.2+ years Filed as: PNC CAPITAL ADVISORS Service code 28 · EIN 22-1146430 | Investment Management | $109,413 |
FSTC BANK2+ years Service code 71 · EIN 13-3124172 | Brokerage Fees | $36,985 |
WILMINGTON TRUST2+ years Filed as: WILMINGTON TRUST COMPANY Service code 21 1100 N MARKET STREET · WILMINGTON, DE 19890 | Bank Trustee | $25,928 |
WITHUMSMITH+BROWN, PC2+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $6,914 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $225,449-100.0% | $219,466-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 50.3%-50.3pp | 44.6%-44.6pp | 45.6%-45.6pp |
| Annual return | 5.37% | 4.17%+1.2pp | 5.00%+0.4pp | 4.16%+1.2pp |
| Employer contribution / active EE | $0 | $39,228-100.0% | $35,918-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $74-100.0% | $75-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $13,772-100.0% | $13,204-100.0% | $21,465-100.0% |