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 LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $245,147 |
ASSET STRATEGY CONSULTANTS7+ years Filed as: ASSET CONSULTING GROUP Service code 17 · EIN 26-0887580 | Pension Consulting | $133,394 |
ZENITH AMERICAN SOLUTIONS7+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 12 · EIN 52-1590516 | Direct payment from the plan; Recordk... | $132,650 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $123,539 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $97,749 |
US BANK7+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $55,768 |
SEI INVESTMENTS7+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $47,104 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $34,815 |
LUTZ & COMPANY, PC3 years Filed as: LUTZ & COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $23,000 |
THE PREVIANT LAW FIRM, S.C.7+ years Filed as: THE PREVIANT LAW FIRM Service code 29 · EIN 39-1211596 | Legal | $20,616 |
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Employer contribution per participant 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 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 9.56% | 8.50%+1.1pp | 11.38%-1.8pp | 13.24%-3.7pp |
| Employer contribution / active EE | $1,714 | $9,057-81.1% | $18,467-90.7% | $14,616-88.3% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |