Filed October 31, 2005 (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 |
|---|---|---|
ICE MILLER LLP2+ years Service code 11 · EIN 35-0874357 ONE AMERICAN SQUARE, SUITE 2900 · INDIANAPOLIS, IN 462820200 | Actuarial | $63,909 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 733 MARQUETTE AVENUE S · MINNEAPOLIS, MN 55479 | Bank Trustee | $33,419 |
Filed as: TOWERS WATSON DELAWARE Service code 28 · EIN 53-0181291 | Investment Management | $23,516 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP SECURITIES, INC. Service code 27 · EIN 59-3099288 300 INTERNATIONAL PARKWAY · HEATHROW, FL 32746 | Advisory (Plan) | $19,750 |
AMERICAN FUNDS2+ years Service code 52 · EIN 22-1557722 ONE MARKET - STEUART TOWER · SAN FRANCISCO, CA 94105 | Indirect Investment Fees | $0 |
BAIRD FUNDS2+ years Service code 52 | Indirect Investment Fees | $0 |
BAIRD FUNDS2+ years Filed as: BAIRD FUNDS, INC. Service code 28 · EIN 39-2002095 C/O U.S. BANCORP FUND SERVICES, LLC · MILWAUKEE, WI 532010701 | Investment Management | $0 |
DIMENSIONAL FUND ADVISORS2+ years Service code 28 · EIN 27-1346874 DIMENSIONAL PLACE · AUSTIN, TX 78746 | Investment Management | $0 |
HARBOR2+ years Filed as: HARBOR FUNDS Service code 28 · EIN 34-1570746 111 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $0 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE Service code 52 | Indirect Investment Fees | $0 |
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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.
Plan reported a final filing / termination within the last year.
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 | $138,977-100.0% | $151,941-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 31.6%-31.6pp | 10.6%-10.6pp | 45.6%-45.6pp |
| Annual return | -98.46% | 0.80%-99.3pp | 5.44%-103.9pp | 4.16%-102.6pp |
| Employer contribution / active EE | $0 | $37,563-100.0% | $25,481-100.0% | $42,918-100.0% |
| Participant deferral / active EE | $0 | $14-100.0% | $65-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $8,921-100.0% | $11,765-100.0% | $21,465-100.0% |