Filed September 14, 2006 (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.
| Provider | Service type | Compensation |
|---|---|---|
DELOITTE & TOUCHE LLP2+ years Filed as: BRYAN PENDLETON SWATS & MCALLISTER Service code 11 · EIN 62-0853448 | Actuarial | $276,182 |
LOGAN CIRCLE PARTNERS, LP2+ years Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $240,926 |
Filed as: PRUDENTIAL TRUST CO. Service code 28 · EIN 23-6994310 | Investment Management | $162,541 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.98% | 6.13%+1.9pp | 4.74%+3.2pp | 9.19%-1.2pp |
| Employer contribution / active EE | $4,837 | $10,206-52.6% | $36,089-86.6% | $12,608-61.6% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |