Filed July 2, 2004 (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.
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| Provider | Service type | Compensation |
|---|---|---|
NEPC, LLC2+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $302,930 |
CITIBANK2+ years Filed as: CITIBANK, NA Service code 28 · EIN 90-0600119 | Investment Management | $227,638 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $82,613 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-6657595 | Investment Management | $73,208 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $60,081 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $55,524 |
CROWE LLP2+ years Filed as: CROWE HORWATH LLP Service code 10 · EIN 35-0921680 | Accounting | $24,070 |
LAURIE HAND2+ years Filed as: LAURIE MARTINEZ Service code 16 4808 NW 23RD TERRACE · GAINESVILLE, FL 32605 | Consulting | $16,302 |
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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 | $49,677-100.0% | $500,101-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 21.3%-21.3pp | 3.6%-3.6pp |
| Annual return | 7.11% | 11.88%-4.8pp | 2.08%+5.0pp | 11.88%-4.8pp |
| Employer contribution / active EE | $0 | $14,612-100.0% | $47,324-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $1,916-100.0% | $637-100.0% |