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, LLC3+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $314,232 |
CITIBANK3+ years Filed as: CITIBANK, NA Service code 28 · EIN 90-0600119 | Investment Management | $155,387 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $132,603 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST COMPANY, NA Service code 28 · EIN 04-6657595 | Investment Management | $61,006 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $44,050 |
WELLS FARGO BANK, N.A.3+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $42,831 |
LAURIE HAND3+ years Filed as: LAURIE MARTINEZ Service code 16 4808 NW 23RD TERRACE · GAINESVILLE, FL 32605 | Consulting | $19,900 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $19,750 |
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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 | $44,091-100.0% | $1,637,423-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 5.3%-5.3pp | 4.5%-4.5pp |
| Annual return | 16.20% | 13.95%+2.3pp | 15.63%+0.6pp | 13.95%+2.3pp |
| Employer contribution / active EE | $0 | $16,598-100.0% | $56,677-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $511-100.0% | $93-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $0 | $612-100.0% |