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 LLC9+ years Service code 28 · EIN 01-0614895 | Investment Management | $186,081 |
ZENITH AMERICAN SOLUTIONS9+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 15 · EIN 52-1590516 | Recordkeeping | $143,704 |
ASSET STRATEGY CONSULTANTS2 years Filed as: ASSET CONSULTING GROUP, LLC Service code 17 · EIN 26-0887580 | Pension Consulting | $115,757 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $101,525 |
SEI INVESTMENTS9+ years Filed as: SEI TRUST COMPANY Service code 19 · EIN 06-1271230 | Securities Custodian | $42,473 |
US BANK9+ years Filed as: US BANK NA Service code 15 · EIN 31-0841368 | Recordkeeping | $38,800 |
THE PREVIANT LAW FIRM, S.C.2 years Service code 29 · EIN 39-1211596 | Legal | $37,621 |
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $37,374 |
LUTZ & COMPANY, PC5 years Filed as: LUTZ & COMPANY PC Service code 10 · EIN 47-0625816 | Accounting | $24,000 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $1,177 |
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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 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 9.73% | 8.08%+1.7pp | 9.51%+0.2pp | 37.77%-28.0pp |
| Employer contribution / active EE | $1,888 | $9,541-80.2% | $23,377-91.9% | $15,798-88.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |