Filed October 5, 1995
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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO AND COMPANY Service code 19 · EIN 94-1347393 | Securities Custodian | $604,578 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL & GENRL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $331,391 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $209,079 |
WELLINGTON TRUST COMPANY2 years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $104,672 |
Filed as: BRADYWINE GLOBAL INVESTMENT TRUST Service code 28 · EIN 51-0412248 | Investment Management | $68,031 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $39,600 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.26% | -0.94%-3.3pp | -2.18%-2.1pp | 33.37%-37.6pp |
| Employer contribution / active EE | $0 | $12,464-100.0% | $38,751-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |