Filed August 17, 1989
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 INVESTMENTS1+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $367,859 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 11 · EIN 94-1347393 | Actuarial | $231,670 |
BPS&M1+ years Filed as: BPS&M LLC Service code 11 · EIN 62-0853448 | Actuarial | $52,064 |
BKD, LLP1+ years Filed as: DIXON HUGES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $23,000 |
CARLISLE CORPORATION1+ years Service code 35 · EIN 23-0457510 | Employee (plan sponsor) | $12,000 |
AON CONSULTING1+ years Filed as: AON HEWITT Service code 11 · EIN 35-2235791 | Actuarial | $6,323 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -0.81% | -0.43%-0.4pp | -3.43%+2.6pp | -0.60%-0.2pp |
| Employer contribution / active EE | $0 | $10,132-100.0% | $25,607-100.0% | $12,272-100.0% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |