Filed October 18, 2004
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 |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $923,175 |
GROOM LAW GROUP1+ years Service code 29 · EIN 52-1219029 | Legal | $212,930 |
TOSHIBA AMERICA, INC.1+ years Service code 35 · EIN 13-3503896 | Employee (plan sponsor) | $77,811 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $62,344 |
VOLT MANAGEMENT CORP1+ years Service code 15 · EIN 13-3568039 | Recordkeeping | $47,026 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 20 · EIN 41-6257133 | Trustee (individual) | $46,981 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $12,000 |
THE BERWYN GROUP1+ years Service code 49 · EIN 34-1672337 | Other Services | $7,760 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -1.03% | 1.67%-2.7pp | -2.79%+1.8pp | 1.67%-2.7pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $39,327-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |