Filed August 19, 2008 (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.
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| Provider | Service type | Compensation |
|---|---|---|
KILTEARN PARTNERS LLP1+ years Filed as: KILTEARN PARTNERS Service code 28 · EIN 27-4585908 | Investment Management | $130,968 |
SANDERSON ASSET MANAGEMENT1+ years Filed as: SANDERSON INTERNATIONAL GROUP Service code 28 · EIN 20-0348128 | Investment Management | $91,907 |
Filed as: VOYA INVESTMENT TRUST CO. Service code 28 · EIN 06-1440627 | Investment Management | $39,047 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 41-6257133 | Investment Management | $16,180 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, N.A Service code 28 · EIN 13-4994650 | Investment Management | $11,623 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -4.47% | -2.03%-2.4pp | -2.01%-2.5pp | 2.81%-7.3pp |
| Employer contribution / active EE | $73,898 | $9,185+704.5% | $34,453+114.5% | $16,358+351.8% |
| Participant deferral / active EE | $448 | $215+108.8% | $34+1222.3% | $775-42.2% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |