Filed February 27, 2006 (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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
PENN CAPITAL MANAGEMENT1+ years Filed as: PENN CAPITAL MANAGEMENT CO, INC. Service code 28 · EIN 22-2796848 | Investment Management | $224,693 |
AON CONSULTING1+ years Service code 28 · EIN 22-2322624 | Investment Management | $222,631 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $220,474 |
WEDGE CAPITAL MANAGEMENT1+ years Service code 28 · EIN 56-1557540 | Investment Management | $157,205 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT Service code 28 · EIN 41-1813702 | Investment Management | $117,691 |
LOOMIS SAYLES1+ years Service code 28 · EIN 84-6391546 | Investment Management | $82,014 |
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $14,096,330-100.0% | $253,870-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 0.0%0pp |
| Annual return | -1.63% | -0.13%-1.5pp | -1.10%-0.5pp | 1.67%-3.3pp |
| Employer contribution / active EE | $5,456 | $11,793-53.7% | $27,248-80.0% | $10,506-48.1% |
| Participant deferral / active EE | $0 | $75-100.0% | $105-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $702,575-100.0% | $66,276-100.0% |