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 |
|---|---|---|
MILLIMAN, INC.6+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $335,100 |
NEPC, LLC6+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $190,000 |
CITIBANK6+ years Filed as: CITIBANK, NA Service code 28 · EIN 90-0600119 | Investment Management | $124,546 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $47,227 |
WELLS FARGO BANK, N.A.6+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $40,108 |
LAURIE HAND6+ years Filed as: LAURIE MARTINEZ Service code 16 4808 NW 23RD TERRACE · GAINESVILLE, FL 32605 | Consulting | $27,225 |
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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 | $409,661-100.0% | $1,964,387-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 14.3%-14.3pp | 1.7%-1.7pp |
| Annual return | 12.91% | 627.08%-614.2pp | 21681.50%-21668.6pp | 627.08%-614.2pp |
| Employer contribution / active EE | $22,588 | $18,824+20.0% | $87,430-74.2% | $18,824+20.0% |
| Participant deferral / active EE | $0 | $418-100.0% | $70-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,693-100.0% | $1,923-100.0% |