Filed July 19, 2005
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 |
|---|---|---|
BOLTON PARTNERS, INC.1 year Filed as: BOLTON Service code 28 1 W. PENNSYLVANIA AVENUE, SUITE 600 · TOWSON, MD 21204 | Investment Management | $180,470 |
WILLIS TOWERS WATSON US LLC3 years Service code 26 · EIN 53-0181291 | Advisory (Participants) | $123,618 |
DIETRICH & ASSOCIATES1 year Filed as: DIETRICH & ASSOCIATES, INC. Service code 13 1000 GERMANTOWN PIKE SUITE K-1 · PLYMOUTH MEETING, PA 19462 | Contract Administrator | $72,500 |
SMITH & DOWNEY1 year Service code 29 320 E. TOWSONTOWN BLVD. SUITE 1 E · BALTIMORE, MD 21286 | Legal | $69,157 |
WELLS FARGO BANK, N.A.8 years Service code 28 · EIN 56-1354495 | Investment Management | $33,878 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 13 500 WEST MADISON ST, STE 1700 · CHICAGO, IL 60661 | Contract Administrator | $7,500 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $258,723-100.0% | $247,553-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 61.8%-61.8pp | 50.4%-50.4pp | 55.8%-55.8pp |
| Annual return | 2.52% | 34.49%-32.0pp | 32.33%-29.8pp | 24.44%-21.9pp |
| Employer contribution / active EE | $0 | $36,001-100.0% | $33,960-100.0% | $41,348-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $43-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $10,641-100.0% | $10,141-100.0% | $22,013-100.0% |