Filed June 14, 2005 (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 Service code 11 · EIN 22-2232264 | Actuarial | $287,102 |
WELLINGTON TRUST COMPANY3 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $135,174 |
CURCIO WEBB10+ years Service code 28 · EIN 36-4171366 | Investment Management | $61,419 |
EISNERAMPER LLP3 years Service code 10 · EIN 87-1383769 | Accounting | $34,126 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $33,638 |
KILPATRICK TOWNSEND1 year Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 10 · EIN 58-0511774 | Accounting | $6,334 |
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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 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 1.60% | 11.94%-10.3pp | 6.70%-5.1pp | 8.76%-7.2pp |
| Employer contribution / active EE | $27,381 | $15,564+75.9% | $25,217+8.6% | $16,664+64.3% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |