Filed August 23, 2012
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 |
|---|---|---|
SLC MANAGEMENT2 years Service code 51 · EIN 68-0635051 | Investment Mgmt Fees | $176,937 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $73,298 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $38,093 |
BLACKSTONE6+ years Filed as: BLACKSTONE ALTERNATIVE INV ADVISORS Service code 52 345 PARK AVENUE, 28TH FLOOR · NEW YORK, NY 10154 | Indirect Investment Fees | $0 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Filed as: PRINCIPAL GLOBAL INVESTORS Service code 52 711 HIGH STREET · DES MOINES, IA 50392 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, INC. Service code 52 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO FUNDS MANAGEMENT, LLC Service code 52 · EIN 71-0828842 | Indirect Investment Fees | $0 |
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 0.98% | 8.91%-7.9pp | 7.32%-6.3pp | 11.84%-10.9pp |
| Employer contribution / active EE | $5,285 | $8,713-39.3% | $23,426-77.4% | $17,339-69.5% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |