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.4+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $102,699 |
THE BANK OF NEW YORK MELLON2 years Filed as: STANDISH MELLON ASSET MGMT Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $93,026 |
STANLEY BENEFIT SERVICES, INC.4+ years Filed as: STANLEY, HUNT, DUPREE & RHINE Service code 11 · EIN 56-1623293 | Actuarial | $55,737 |
ASPECT WEALTH MANAGEMENT1 year Filed as: ASPECT INSTITUTIONAL DIVERSIFIED FU Service code 28 | Investment Management | $44,505 |
GOLDMAN SACHS4+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $39,634 |
DIAMOND HILL4+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $19,691 |
Service code 28 · EIN 13-4194623 | Investment Management | $17,364 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Filed as: PRINCIPAL Service code 21 · EIN 42-0127290 | Bank Trustee | $6,048 |
Participant 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.
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 | -5.60% | -2.48%-3.1pp | -102.04%+96.4pp | 0.19%-5.8pp |
| Employer contribution / active EE | $12,876 | $7,648+68.4% | $36,232-64.5% | $13,763-6.4% |
| 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% |