Filed October 18, 2004
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 |
|---|---|---|
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $225,252 |
AON CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $168,998 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $29,185 |
LOGOS PENSION GROUP INC.2 years Service code 15 · EIN 83-1892385 | Recordkeeping | $21,240 |
CROWE LLP1 year Filed as: CROWE Service code 10 · EIN 35-0921680 | Accounting | $17,900 |
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Employer contribution per participant 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% | $220,551-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.7%-8.7pp | 0.7%-0.7pp |
| Annual return | 6.26% | 8.91%-2.6pp | 7.32%-1.1pp | 13.24%-7.0pp |
| Employer contribution / active EE | $1,439 | $13,306-89.2% | $23,426-93.9% | $14,616-90.2% |
| Participant deferral / active EE | $0 | $563-100.0% | $107-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $9,522-100.0% | $4,137-100.0% |