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 |
|---|---|---|
Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $297,146 |
MERCER1 year Filed as: MERCER HUMAN RESOURES Service code 11 · EIN 13-2834414 | Actuarial | $252,945 |
Filed as: CORNERSTONE INVESTMENT PARTNERS LLC Service code 28 · EIN 58-2620541 | Investment Management | $217,635 |
FIRST EAGLE1 year Filed as: FIRST EAGLE INVESTMENT MGMT LLC Service code 28 · EIN 57-1156902 | Investment Management | $210,465 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $173,313 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $154,763 |
INVESCO1 year Filed as: INVESCO INSTITUTIONAL NA INC Service code 28 · EIN 58-1707262 | Investment Management | $110,938 |
CALLAN ASSOCIATES2+ years Filed as: CALLAN ASSOCIATES, INC. Service code 16 · EIN 94-2192581 | Consulting | $98,529 |
WARREN AVERETT, LLC1 year Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $30,000 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $5,775 |
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 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 17.27% | 12.92%+4.4pp | 10.36%+6.9pp | 17.84%-0.6pp |
| Employer contribution / active EE | $38,394 | $14,070+172.9% | $37,738+1.7% | $14,688+161.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |