Filed December 5, 2002 (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 INVESTMENTS6+ years Filed as: SEI INVESTMENT COMPANY Service code 21 · EIN 23-1707341 | Bank Trustee | $243,505 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPTRUST ACTUARIAL SERVICES, LLC Service code 11 · EIN 47-4009638 | Actuarial | $84,671 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $23,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL ONE Service code 50 | Direct Payment | $14,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 50 | Direct Payment | $11,937 |
BALLARD SPAHR LLP1 year Filed as: BALLARD SPAHR Service code 29 | Legal | $11,578 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $340,249-100.0% | $329,695-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 51.3%-51.3pp | 43.4%-43.4pp | 43.7%-43.7pp |
| Annual return | 1.78% | 10.01%-8.2pp | 9.82%-8.0pp | 13.05%-11.3pp |
| Employer contribution / active EE | $0 | $31,912-100.0% | $30,322-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $60,407-100.0% | $53,840-100.0% | $31,365-100.0% |