Filed March 17, 2003
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 |
|---|---|---|
FID INV INST OPS CO1 year Service code 11 · EIN 04-2647786 | Actuarial | $250,141 |
US BANK1 year Service code 27 · EIN 31-0841368 | Advisory (Plan) | $170,898 |
PFM ADVISORS7 years Filed as: PFM ASSET MANAGEMENT LLC Service code 27 1 KEYSTONE PLAZA · HARRISBURG, PA 17101 | Advisory (Plan) | $52,913 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK NY Service code 27 · EIN 13-6038768 | Advisory (Plan) | $33,334 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 39-0859910 | Accounting | $16,250 |
Filed as: PRINCIPAL BANK Service code 12 · EIN 42-1466678 | Plan Administrator; Investment manage... | $16,176 |
Filed as: RESOURCES INV ADVISORS LLC Service code 27 · EIN 43-1451524 | Advisory (Plan) | $7,500 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $267,477-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.5%-35.5pp | 0.0%0pp |
| Annual return | -16.78% | -10.35%-6.4pp | -38.86%+22.1pp | 2.78%-19.6pp |
| Employer contribution / active EE | $7,075 | $8,768-19.3% | $37,756-81.3% | $15,276-53.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |