Filed February 28, 2006
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.
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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 56-0898180 IRT-PHILADELPHIA · PHILADELPHIA, PA 19109 | Recordkeeping | $20,777 |
CREDIT SUISSE1+ years Filed as: CREDIT SUISSE SECURITIES (USA) LLP Service code 28 300 CONSHOHOCKEN STATE ROAD STE 600 · WEST CONSHOHOCKEN, PA 194283629 | Investment Management | $12,237 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,591-100.0% | $252,559-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 50.9%-50.9pp | 0.8%-0.8pp |
| Annual return | -3.79% | -2.09%-1.7pp | -1.68%-2.1pp | -0.60%-3.2pp |
| Employer contribution / active EE | $3,281 | $29,352-88.8% | $44,959-92.7% | $12,272-73.3% |
| Participant deferral / active EE | $0 | $2,027-100.0% | $330-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $12,994-100.0% | $717-100.0% |