Filed October 18, 2004 (most recent of 4 filings on file)
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.7+ years Filed as: WELLS FARGO Service code 21 · EIN 94-2984230 | Bank Trustee | $116,223 |
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $99,079 |
WILLIAM BLAIR7+ years Filed as: WILLIAM BLAIR & COMPANY, LLC Service code 27 · EIN 47-2614791 | Advisory (Plan) | $31,272 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 27 · EIN 56-1557450 | Advisory (Plan) | $20,252 |
AMERICAN FUNDS7+ years Filed as: CAPITAL GUARDIAN TRUST COMPANY Service code 27 · EIN 41-1719690 | Advisory (Plan) | $13,097 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 17 333 SOUTH SEVENTH STREET · MINNEAPOLIS, MN 55402 | Pension Consulting | $5,097 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS LLC Service code 28 | Investment Management | $5,038 |
EARNEST PARTNERS, LLC1 year Service code 28 · EIN 26-4377500 | Investment Management | $0 |
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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 | $42,600-100.0% | $227,282-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.4%-35.4pp | 3.6%-3.6pp |
| Annual return | 10.90% | 10.11%+0.8pp | 10.75%+0.1pp | 11.84%-0.9pp |
| Employer contribution / active EE | $13,228 | $14,976-11.7% | $35,170-62.4% | $17,339-23.7% |
| Participant deferral / active EE | $0 | $126-100.0% | $82-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $4,611-100.0% | $409-100.0% |