Filed April 21, 2005 (most recent of 6 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
US BANK1 year Filed as: U.S. BANCORP Service code 13 · EIN 41-0255900 | Contract Administrator | $4,628,561 |
JPMORGAN INVEST HOLDINGS LLC8 years Filed as: JP MORGAN CHASE Service code 11 270 PARK AVENUE · NEW YORK, NY 100172070 | Actuarial | $1,514,312 |
KEYBANK NATIONAL ASSOCIATION2 years Filed as: KEYBANK Service code 29 127 PUBLIC SQUARE · CLEVELAND, OH 44114 | Legal | $367,711 |
SEI INVESTMENTS10+ years Filed as: SEI INVESTMENT Service code 21 · EIN 04-2452803 | Bank Trustee | $195,539 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO & CO. Service code 28 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Investment Management | $133,033 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: GRAYSTONE CONSULTING Service code 16 12505 PARK POTOMAC AVENUE · POTOMAC, MD 20854 | Consulting | $30,000 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 13 · EIN 25-1435979 | Contract Administrator | $5,300 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $116,289-100.0% | $106,128-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 17.5%-17.5pp | 12.2%-12.2pp | 43.7%-43.7pp |
| Annual return | -19.16% | 3.31%-22.5pp | 5.04%-24.2pp | 13.05%-32.2pp |
| Employer contribution / active EE | $0 | $33,999-100.0% | $26,454-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $42-100.0% | $78-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $31,365-100.0% |