Filed February 18, 2004 (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 |
|---|---|---|
Service code 17 · EIN 04-2530412 | Pension Consulting | $199,500 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $97,574 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,859 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $84,655 |
Filed as: FIDELITY INSTL ASSET MGMNT TRUST CO Service code 28 · EIN 20-4569714 | Investment Management | $69,123 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 19 · EIN 04-2755549 | Securities Custodian | $7,531 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $239,436-100.0% | $227,282-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 42.0%-42.0pp | 35.4%-35.4pp | 37.6%-37.6pp |
| Annual return | -0.62% | 10.53%-11.2pp | 10.75%-11.4pp | 9.30%-9.9pp |
| Employer contribution / active EE | $78,947 | $37,404+111.1% | $35,165+124.5% | $43,746+80.5% |
| Participant deferral / active EE | $0 | $82-100.0% | $82-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,800-100.0% | $4,611-100.0% | $12,596-100.0% |