Filed December 11, 1997 (most recent of 5 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 |
|---|---|---|
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN Service code 21 · EIN 73-0241869 | Bank Trustee | $124,416 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 51 · EIN 41-6257133 | Investment Mgmt Fees | $39,211 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 9.84% | 7.18%+2.7pp | 4.64%+5.2pp | 7.18%+2.7pp |
| Employer contribution / active EE | $0 | $13,095-100.0% | $35,349-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |