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 |
|---|---|---|
Filed as: BNY MELLON INVESTMENT MANAGEMENT Service code 28 201 WASHINGTON STREET · BOSTON, MA 021084408 | Investment Management | $127,847 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 58-1022504 | Bank Trustee | $117,543 |
MCGRIFF INSURANCE SERVICES2 years Service code 11 · EIN 56-1623293 | Actuarial | $85,281 |
DIAMOND HILL6+ years Filed as: DIAMOND HILL CAPITAL MANAGEMENT Service code 28 · EIN 31-1019984 | Investment Management | $61,909 |
GOLDMAN SACHS6+ years Filed as: DSM CAPITAL PARTNERS LLC Service code 28 · EIN 31-1770164 | Investment Management | $45,293 |
Service code 28 · EIN 13-4194623 | Investment Management | $39,730 |
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 | $1,168,160-100.0% | $220,428-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.6%-0.6pp |
| Annual return | 9.54% | 10.64%-1.1pp | 90.61%-81.1pp | 11.45%-1.9pp |
| Employer contribution / active EE | $0 | $11,339-100.0% | $32,730-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $81-100.0% | $40-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $21,565-100.0% | $12,805-100.0% | $15,480-100.0% |