Filed March 17, 2003
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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $231,762 |
PFM ADVISORS3 years Filed as: PFM ASSET MANAGEMENT LLC Service code 16 1 KEYSTONE PLAZA · HARRISBURG, PA 17101 | Consulting | $189,783 |
WELLS FARGO BANK, N.A.2 years Service code 12 1021 E. CARY STREET · RICHMOND, VA 23219 | Float revenue; Finders' fees / placem... | $16,181 |
BMO HARRIS BANK NA3 years Filed as: BMO HARRIS BANK N.A. Service code 16 · EIN 39-6436442 | Consulting | $10,000 |
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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.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -6.81% | -2.48%-4.3pp | -102.04%+95.2pp | 0.19%-7.0pp |
| Employer contribution / active EE | $5,231 | $7,648-31.6% | $36,232-85.6% | $13,763-62.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |