Filed August 1, 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 Service code 11 · EIN 13-2834414 | Actuarial | $108,644 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 15 · EIN 41-1592157 | Recordkeeping | $104,753 |
SBC BENEFIT CONSULTANTS, INC.1+ years Filed as: SBC SYSTEM COMPANY, INC. Service code 15 · EIN 58-1415322 | Recordkeeping | $57,650 |
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 14.02% | 13.46%+0.6pp | 9.39%+4.6pp | 17.84%-3.8pp |
| Employer contribution / active EE | $2,004 | $16,846-88.1% | $33,466-94.0% | $14,688-86.4% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |