Filed December 11, 2007 (most recent of 3 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 |
|---|---|---|
AON CONSULTING5+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $120,889 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 06-0058143 | Investment Management | $118,750 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 25 P.O. BOX 8266 · BOSTON, MI 022668266 | Directed Trustee | $77,832 |
BMO HARRIS BANK NA1 year Filed as: BMO HARRIS BANK Service code 21 · EIN 36-2085229 | Bank Trustee | $26,925 |
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Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 13.84% | 53.17%-39.3pp | 18.06%-4.2pp | 21.83%-8.0pp |
| Employer contribution / active EE | $0 | $14,715-100.0% | $30,411-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |