Filed May 23, 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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $333,600 |
DELOITTE & TOUCHE LLP2+ years Service code 10 · EIN 13-3891517 | Accounting | $269,260 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 12 · EIN 94-1347393 | Plan Administrator; Claims processing | $149,613 |
Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $66,063 |
IMPACT MAILING1 year Filed as: IMPACT MAILING SEVICES, INC. Service code 38 · EIN 56-1936864 | Participant Communication | $18,020 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $381,942,733-100.0% | $18,392,177-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 0.0%0pp |
| Annual return | 5.76% | 9.19%-3.4pp | 3.99%+1.8pp | 9.19%-3.4pp |
| Employer contribution / active EE | $0 | $12,608-100.0% | $38,279-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $386-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $140,034-100.0% | $2,655,710-100.0% |