Filed September 26, 2000 (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 |
|---|---|---|
SEI INVESTMENTS5+ years Service code 28 · EIN 23-1707341 | Investment Management | $2,249,074 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 18 · EIN 94-1347393 | Direct payment from the plan; Other i... | $121,392 |
THE SEGAL COMPANY5+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 06-0839113 | Actuarial | $65,332 |
NOVAK FRANCELLA LLC5+ years Filed as: NOVAK FRANCELLA Service code 10 · EIN 61-1436956 | Accounting | $39,500 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 10.78% | 627.08%-616.3pp | 6.78%+4.0pp | 627.08%-616.3pp |
| Employer contribution / active EE | $22,026 | $18,824+17.0% | $28,542-22.8% | $18,824+17.0% |
| Participant deferral / active EE | $4,958 | $418+1086.8% | $763+549.6% | $418+1086.8% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |