Filed December 3, 1998 (most recent of 3 filings on file)
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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $165,404 |
MORGAN STANLEY SMITH BARNEY5+ years Filed as: MORGAN LEWIS AND BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $58,579 |
Filed as: PRUDENTIAL RETIREMENT INS & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $55,540 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $9,442 |
WILSHIRE ASSOCIATES INCORPORATED5+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 28 · EIN 95-2755361 | Investment Management | $8,825 |
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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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 19.60% | 36.82%-17.2pp | 18.06%+1.5pp | 53.27%-33.7pp |
| Employer contribution / active EE | $8,190 | $13,338-38.6% | $30,411-73.1% | $14,774-44.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |