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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $77,515 |
MCCREADY & KEENE INC.1 year Filed as: MCCREADY AND KEENE INC. Service code 11 · EIN 35-0500670 | Actuarial | $42,383 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 41-1592157 | Recordkeeping | $37,680 |
Filed as: SBC SYSTEM COMPANY, INC.. (MORNEAU) Service code 15 · EIN 58-1415322 | Recordkeeping | $18,539 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT GROUP Service code 13 · EIN 27-2037969 | Contract Administrator | $5,875 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | -6.61% | -1.27%-5.3pp | -0.67%-5.9pp | 33.37%-40.0pp |
| Employer contribution / active EE | $341 | $12,021-97.2% | $31,731-98.9% | $11,253-97.0% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |