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 INVESTMENTS4+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $367,899 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK NA Service code 11 · EIN 94-1347393 | Actuarial | $242,303 |
FINDLEY2 years Service code 11 · EIN 34-1213174 | Actuarial | $30,779 |
BKD, LLP4+ years Filed as: DIXON HUGES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $15,000 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -2.74% | 7.01%-9.7pp | 12.68%-15.4pp | 0.19%-2.9pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |