Filed March 1, 2002
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 |
|---|---|---|
BCG SECURITIES1 year Filed as: BCG PENSION RISK CONSULTANTS Service code 17 100 GRANDVIEW RD · BRAINTREE, MA 02184 | Pension Consulting | $0 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & CONSULTING LLC Service code 27 15 S. RAYMOND AVE, SUITE 200 · PASADENA, CA 91105 | Advisory (Plan) | $0 |
KPMG LLP2+ years Service code 10 550 SOUTH HOPE ST SUITE 1500 · LOS ANGELES, CA 900711568 | Accounting | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 707 WILSHIRE BLVD 10TH FLR · LOS ANGELES, CA 90017 | Bank Trustee | $0 |
Annual investment return 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 | $259,158-100.0% | $567,892-100.0% | $259,158-100.0% |
| Participation rate | 0.0% | 95.8%-95.8pp | 100.0%-100.0pp | 95.8%-95.8pp |
| Annual return | -0.05% | 5.38%-5.4pp | 5.58%-5.6pp | 5.38%-5.4pp |
| Employer contribution / active EE | $0 | $22,268-100.0% | $14,683-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $8,000-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $9,035-100.0% | $22,247-100.0% | $9,035-100.0% |