Filed July 17, 2002 (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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $119,485 |
STANLEY BENEFIT SERVICES, INC.1+ years Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1623293 | Actuarial | $45,414 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Service code 21 · EIN 54-1578408 | Bank Trustee | $40,918 |
Service code 21 · EIN 13-4194623 | Bank Trustee | $36,496 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 21 · EIN 13-3089070 | Bank Trustee | $23,755 |
GOLDMAN SACHS1+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 21 · EIN 31-1770164 | Bank Trustee | $22,953 |
DIAMOND HILL1+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 21 · EIN 31-1019984 | Bank Trustee | $11,145 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $5,366 |
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% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -0.63% | 4.01%-4.6pp | -2.01%+1.4pp | 1.67%-2.3pp |
| Employer contribution / active EE | $10,381 | $6,352+63.4% | $34,453-69.9% | $10,506-1.2% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |