Filed July 10, 2002 (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 |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $177,033 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $131,654 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $128,539 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $120,253 |
Filed as: TCW ASSET MANAGEMENT Service code 51 · EIN 95-2642764 | Investment Mgmt Fees | $54,723 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $53,492 |
CAPFINANCIAL PARTNERS LLC1+ years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $52,816 |
EARNEST PARTNERS, LLC1+ years Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $41,200 |
Filed as: BARING ASSET MANAGEMENT LIMITED Service code 28 · EIN 98-0241935 | Investment Management | $31,224 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER BERMAN LLC Service code 28 · EIN 13-5521910 | Investment Management | $10,581 |
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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% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -0.73% | -1.94%+1.2pp | -2.52%+1.8pp | 1.67%-2.4pp |
| Employer contribution / active EE | $4,271 | $10,838-60.6% | $82,375-94.8% | $10,506-59.3% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |