Filed April 6, 2006
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 |
|---|---|---|
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO INSTITUTIONAL Service code 21 · EIN 94-1347393 | Bank Trustee | $17,573 |
Filed as: AMI ASSET MANAGEMENT Service code 28 · EIN 95-4446454 | Investment Management | $16,647 |
Filed as: ALPINE INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 81-4872049 | Investment Management | $13,851 |
SEGALL BRYANT & HAMILL3 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $7,205 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $447,195-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 0.0%0pp |
| Annual return | -10.10% | 2.77%-12.9pp | -11.06%+1.0pp | 2.77%-12.9pp |
| Employer contribution / active EE | $9,428 | $15,262-38.2% | $55,362-83.0% | $15,262-38.2% |
| Participant deferral / active EE | $0 | $691-100.0% | $26-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $3,572-100.0% | $1,015-100.0% |