Filed December 17, 1992
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
| Category | Counterparty | Relationship / Terms | Address | Amount |
|---|---|---|---|---|
| Part 3 Non-exempt transaction | WELLS CAPITAL MANAGEMENT, INC. | INVESTMENT MANAGER POTENTIAL VIOLATION OF ERISA SECTION 406(B)(1) INVOLVING AN EXTENSION OF CREDIT AS A RESULT OF BOND PURCH | — | $1.1M |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,400 | $169,122+41.6% | $78,002+206.9% | $329,111-27.3% |
| Participation rate | 96.4% | 88.4%+8.0pp | 75.5%+20.9pp | 67.9%+28.5pp |
| Annual return | 7.61% | 11.00%-3.4pp | 425.99%-418.4pp | 16.35%-8.7pp |
| Employer contribution / active EE | $5,417 | $5,827-7.0% | $2,470+119.3% | $2,303+135.2% |
| Participant deferral / active EE | $14,366 | $8,046+78.6% | $3,497+310.8% | $3,682+290.2% |
| Admin fee / account holder | $0 | $83-100.0% | $5,481-100.0% | $754-100.0% |