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 INVESTMENTS7+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $368,896 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK NA Service code 11 · EIN 94-1347393 | Actuarial | $174,880 |
USI CONSULTING GROUP1 year Service code 11 · EIN 06-1053228 | Actuarial | $33,112 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 | Accounting | $17,325 |
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | -0.28% | 8.91%-9.2pp | 7.32%-7.6pp | 13.24%-13.5pp |
| Employer contribution / active EE | $0 | $13,306-100.0% | $23,426-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |