Filed December 8, 1994
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 |
|---|---|---|
WILMINGTON TRUST2+ years Service code 19 · EIN 16-0538020 | Securities Custodian | $98,075 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $18,083 |
CONRAD SIEGEL2+ years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $14,000 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,444 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO, N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $1,201 |
BARON1 year Filed as: BARON EMERGING MARKETS FUND CL INST Service code 28 767 FIFTH AVENUE 49TH FLOOR · NEW YORK, NY 10153 | Investment Management | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS IN Service code 28 | Investment Management | $0 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS, I Service code 28 1 BEACON ST · BOSTON, MA 02108 | Investment Management | $0 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL INC Service code 28 · EIN 31-6547095 | Investment Management | $0 |
DIAMOND HILL1 year Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 | Investment Management | $0 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $1,185,213-100.0% | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | - |
| Annual return | 5.85% | 42.38%-36.5pp | -2.84%+8.7pp | - |
| Employer contribution / active EE | $12,159 | $19,943-39.0% | $33,329-63.5% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $51-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,475-100.0% | - |