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.1 year Filed as: WELLS FARGO BANK N.A. Service code 19 · EIN 94-1347393 | Securities Custodian | $754,213 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL & GENRL INVSTMNT MGMT AMERICA Service code 28 · EIN 20-8058531 | Investment Management | $108,436 |
Filed as: PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $51,267 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE Service code 10 · EIN 13-3891517 | Accounting | $39,891 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $30,793 |
WELLINGTON TRUST COMPANY3 years Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $8,918 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $142,732-100.0% | $568,132-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 21.0%-21.0pp | 1.2%-1.2pp |
| Annual return | 12.61% | 33.70%-21.1pp | 14.64%-2.0pp | 53.27%-40.7pp |
| Employer contribution / active EE | $17,789 | $14,473+22.9% | $41,831-57.5% | $14,774+20.4% |
| Participant deferral / active EE | $0 | $145-100.0% | $200-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $0 | $36,942-100.0% | $13,289-100.0% |