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.2+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $123,849 |
STANLEY BENEFIT SERVICES, INC.2+ years Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1623293 | Actuarial | $56,864 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Service code 28 · EIN 54-1578408 | Investment Management | $36,598 |
Service code 28 · EIN 13-4194623 | Investment Management | $34,741 |
Filed as: SCHAFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 | Investment Management | $23,423 |
GOLDMAN SACHS2+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $20,264 |
DIAMOND HILL2+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $10,273 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $5,160 |
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 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 3.09% | 9.41%-6.3pp | 5.00%-1.9pp | 9.19%-6.1pp |
| Employer contribution / active EE | $23,191 | $8,353+177.6% | $35,918-35.4% | $12,608+83.9% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |