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.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS2+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $360,199 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK NA Service code 11 · EIN 94-1347393 | Actuarial | $254,484 |
BPS&M2+ years Filed as: BPS&M LLC Service code 11 · EIN 62-0853448 | Actuarial | $43,759 |
BKD, LLP2+ years Filed as: DIXON HUGES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $14,000 |
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 6.86% | 17.94%-11.1pp | 5.44%+1.4pp | 7.18%-0.3pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |