Filed October 16, 1997 (most recent of 2 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 |
|---|---|---|
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $215,185 |
ZENITH AMERICAN SOLUTIONS4+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Participant communication; Claims pro... | $157,181 |
ASSET STRATEGY CONSULTANTS4+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $109,782 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $91,419 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT, INC Service code 28 · EIN 95-3692822 | Investment Management | $80,940 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 28 · EIN 25-1442864 | Investment Management | $79,669 |
SEI INVESTMENTS4+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $76,829 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR CONSULTANTS LLC Service code 11 · EIN 13-3954297 | Actuarial | $63,832 |
US BANK4+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $48,023 |
THE PREVIANT LAW FIRM, S.C.4+ years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $21,107 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $29,558-100.0% | $98,614-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 8.8%-8.8pp | 1.8%-1.8pp |
| Annual return | -6.12% | -1.21%-4.9pp | -0.41%-5.7pp | 0.19%-6.3pp |
| Employer contribution / active EE | $1,638 | $10,104-83.8% | $15,396-89.4% | $13,763-88.1% |
| Participant deferral / active EE | $0 | $121-100.0% | $26-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $803-100.0% | $2,970-100.0% | $426-100.0% |