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.2+ years Filed as: FIRST MANHATTAN Service code 21 · EIN 73-0241869 | Bank Trustee | $125,298 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $37,643 |
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 | $1,723,788-100.0% | $1,867,444-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 11.3%-11.3pp | 1.9%-1.9pp |
| Annual return | 10.44% | 23.90%-13.5pp | 9.84%+0.6pp | 23.90%-13.5pp |
| Employer contribution / active EE | $0 | $16,539-100.0% | $50,102-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $612-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $18,647-100.0% | $18,975-100.0% |