Filed October 18, 2004 (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 |
|---|---|---|
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $763,429 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK N.A Service code 21 · EIN 41-1592157 | Bank Trustee | $450,947 |
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING LLC Service code 16 · EIN 61-0736136 | Consulting | $25,000 |
THE BOGHDAN GROUP3+ years Service code 28 4901 VINELAND ROAD · ORLANDO, FL 32811 | Investment Management | $20,000 |
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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 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 17.89% | 15.82%+2.1pp | 16.78%+1.1pp | 17.84%0pp |
| Employer contribution / active EE | $4,036 | $19,885-79.7% | $26,328-84.7% | $14,688-72.5% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |