Filed February 10, 2000
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 |
|---|---|---|
GAME CREEK CAPITAL, LP1 year Service code 21 · EIN 26-0759564 | Bank Trustee | $39,765 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO & COMPANY Service code 26 · EIN 94-1347393 | Advisory (Participants) | $14,937 |
GOLDMAN SACHS3+ years Filed as: MAYO CAPITAL PARTNERS, LLC Service code 21 · EIN 04-3582798 | Bank Trustee | $14,398 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $29,595-100.0% | $260,109-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 4.0%-4.0pp | 43.2%-43.2pp | 11.3%-11.3pp |
| Annual return | 6.59% | 14.65%-8.1pp | 8.93%-2.3pp | 10.41%-3.8pp |
| Employer contribution / active EE | $0 | $18,218-100.0% | $43,470-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $64-100.0% | $223-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $1,327-100.0% | $1,225-100.0% | $2,646-100.0% |