Filed October 18, 2004 (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.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $624,556 |
ASHFORD/BERT REAMES1+ years Filed as: ASHFORD CONSULTING GROUP Service code 17 · EIN 20-0929412 | Pension Consulting | $390,981 |
EAGLE CAPITAL MANAGEMENT, LLC1+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $303,278 |
Filed as: AXIOM INTERNATIONAL INVESTORS, LLC Service code 28 · EIN 13-4021938 | Investment Management | $285,077 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $253,848 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $202,648 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-1442864 | Investment Management | $107,234 |
OAKTREE CAPITAL MANAGEMENT, L.P.1+ years Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 95-4531545 | Investment Management | $103,975 |
SIERRA-CEDAR1+ years Service code 17 · EIN 58-2548193 | Pension Consulting | $77,100 |
DARUMA ASSET MANAGEMENT INC.1+ years Service code 28 · EIN 13-3831899 | Investment Management | $46,035 |
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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | -0.24% | 0.61%-0.9pp | -2.90%+2.7pp | 1.67%-1.9pp |
| Employer contribution / active EE | $7,409 | $9,133-18.9% | $27,990-73.5% | $10,506-29.5% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |