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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $223,300 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 12 · EIN 94-1347393 | Plan Administrator; Claims processing... | $155,376 |
DELOITTE & TOUCHE LLP3+ years Service code 10 · EIN 13-3891517 | Accounting | $52,500 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $256,121-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 37.7%-37.7pp | 0.0%0pp |
| Annual return | 19.13% | 17.84%+1.3pp | 9.60%+9.5pp | 17.84%+1.3pp |
| Employer contribution / active EE | $0 | $14,688-100.0% | $45,595-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $255-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $9,523-100.0% | - |