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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $409,889 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $163,345 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE INVESTMENT ADVISORS Service code 28 · EIN 23-2859590 | Investment Management | $120,732 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $82,015 |
Service code 28 · EIN 48-1140940 | Investment Management | $63,025 |
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST Service code 28 · EIN 26-0058143 | Investment Management | $54,664 |
Filed as: SCHAFER CULLEN Service code 28 · EIN 13-3089070 | Investment Management | $23,611 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 28 · EIN 36-1561860 | Investment Management | $12,040 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 3.19% | 7.66%-4.5pp | 2.08%+1.1pp | 9.19%-6.0pp |
| Employer contribution / active EE | $8,488 | $9,651-12.1% | $47,324-82.1% | $12,608-32.7% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |