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.3+ years Filed as: FIRST MANHATTAN Service code 21 · EIN 73-0241869 | Bank Trustee | $133,199 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $38,716 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,026,966-100.0% | $463,922-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 17.6%-17.6pp | 1.8%-1.8pp |
| Annual return | 8.36% | 0.19%+8.2pp | 60.62%-52.3pp | 0.19%+8.2pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $61,657-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $288-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $23-100.0% | $426-100.0% |