Filed November 14, 2003
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 |
|---|---|---|
AON CONSULTING7+ years Service code 11 PO BOX 905188 · CHARLOTTE, NC 28290 | Actuarial | $384,145 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $16,732 |
WELLS FARGO BANK, N.A.7+ years Service code 21 · EIN 56-1354495 | Bank Trustee | $7,216 |
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Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $278,553-100.0% | $267,477-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 44.1%-44.1pp | 35.5%-35.5pp | 44.4%-44.4pp |
| Annual return | -76.00% | -41.92%-34.1pp | -38.86%-37.1pp | -14.65%-61.4pp |
| Employer contribution / active EE | $0 | $40,096-100.0% | $37,756-100.0% | $46,322-100.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $16-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $15,763-100.0% | $16,942-100.0% | $14,582-100.0% |