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 |
|---|---|---|
DIAMOND HILL5+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $235,377 |
THE BANK OF NEW YORK MELLON3 years Filed as: STANDISH MELLON ASSET MGMT Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $165,550 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $101,923 |
Service code 11 · EIN 56-1623293 | Actuarial | $90,537 |
Service code 28 · EIN 13-4194623 | Investment Management | $44,634 |
GOLDMAN SACHS5+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $38,219 |
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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 15.61% | 15.61%0pp | 20.73%-5.1pp | 53.27%-37.7pp |
| Employer contribution / active EE | $12,776 | $10,773+18.6% | $36,503-65.0% | $14,774-13.5% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |