Filed September 11, 1992
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 · EIN 22-2232264 | Actuarial | $231,013 |
SAGE ADVISORY SERVICES7+ years Service code 28 · EIN 74-2798841 | Investment Management | $53,145 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO & COMPANY Service code 21 420 MONTGOMERY ST. · SAN FRANCISCO, CA 94163 | Bank Trustee | $22,027 |
DIMEO SCHNEIDER & ASSOCIATES LLC7+ years Filed as: DIMEO SCHNEIDER AND ASSOCIATES, LLC Service code 16 · EIN 36-4001764 | Consulting | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 2.56% | 10.90%-8.3pp | 8.29%-5.7pp | 13.24%-10.7pp |
| Employer contribution / active EE | $2,173 | $14,619-85.1% | $40,774-94.7% | $14,616-85.1% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |