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 INVESTMENTS8+ years Filed as: SEI INSTITUTIONAL GROUP Service code 19 · EIN 23-3060383 | Securities Custodian | $332,725 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK NA Service code 11 · EIN 94-1347393 | Actuarial | $162,592 |
Filed as: PRINCIPAL TRUST COMPANY Service code 11 · EIN 51-0099493 | Actuarial | $160,942 |
USI CONSULTING GROUP2 years Service code 11 · EIN 06-1053228 | Actuarial | $25,089 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $17,850 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -16.49% | 1.88%-18.4pp | -5.12%-11.4pp | 2.78%-19.3pp |
| Employer contribution / active EE | $20,036 | $8,732+129.5% | $31,020-35.4% | $15,276+31.2% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |