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.3+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $123,737 |
Service code 28 · EIN 13-4194623 | Investment Management | $69,052 |
STANLEY BENEFIT SERVICES, INC.3+ years Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1623293 | Actuarial | $59,131 |
GOLDMAN SACHS3+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $27,487 |
Filed as: STANDISH MELLON ASSET MGMT Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $23,031 |
SANDS CAPITAL MANAGEMENT, LLC3+ years Service code 28 · EIN 54-1578408 | Investment Management | $20,867 |
DIAMOND HILL3+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $13,204 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $5,911 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $1,146,296-100.0% | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | - |
| Annual return | 12.31% | 5.98%+6.3pp | 10.16%+2.2pp | - |
| Employer contribution / active EE | $0 | $6,346-100.0% | $33,192-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | - |
| Admin fee / account holder | $0 | $75,000-100.0% | $7,531-100.0% | - |