Filed July 20, 2006 (most recent of 4 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 |
|---|---|---|
INVESCO1+ years Filed as: INVESCO INSTITUTIONAL NA, INC. Service code 28 · EIN 58-1707262 | Investment Management | $159,413 |
CORNERSTONE CPA GROUP1+ years Filed as: CORNERSTONE INVESTMENT PTNRS, LLC Service code 28 · EIN 58-2620541 | Investment Management | $54,612 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $49,326 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $42,485 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON PENNSYLVANIA INC. Service code 11 · EIN 23-1159360 | Actuarial | $35,518 |
CALLAN ASSOCIATES1+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $22,340 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $7,393 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,821-100.0% | $374,107-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 5.5%-5.5pp |
| Annual return | 0.00% | 7.44%-7.4pp | 4.74%-4.7pp | 5.86%-5.9pp |
| Employer contribution / active EE | $0 | $12,240-100.0% | $36,089-100.0% | $10,137-100.0% |
| Participant deferral / active EE | $0 | $76-100.0% | $59-100.0% | $492-100.0% |
| Admin fee / account holder | $0 | $387-100.0% | $10,677-100.0% | $387-100.0% |