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 |
|---|---|---|
MERCER1+ years Filed as: WILLIAM M. MERCER INCORPORATED Service code 11 · EIN 13-2834414 | Actuarial | $488,800 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 12 · EIN 94-1347393 | Plan Administrator; Claims processing | $85,312 |
DELOITTE & TOUCHE LLP1+ years Service code 10 · EIN 13-3891517 | Accounting | $79,059 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BYNMELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $65,894 |
HARBRIDGE CONSULTING GROUP, LLC1+ years Filed as: HARBRIDGE CONSULTING GROUP Service code 11 · EIN 13-1938273 | Actuarial | $3,207 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -1.20% | 1.67%-2.9pp | -2.13%+0.9pp | 1.67%-2.9pp |
| Employer contribution / active EE | $302 | $10,506-97.1% | $34,127-99.1% | $10,506-97.1% |
| Participant deferral / active EE | $4 | $1,562-99.7% | $131-96.6% | $1,562-99.7% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |