Filed September 3, 2010 (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 |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $203,669 |
MERCER4+ years Filed as: WILLIAM M. MERCER Service code 11 · EIN 12-2836954 1051 EAST CARY STREET, SUITE 900 · RICHMOND, VA 23219 | Actuarial | $173,280 |
BKD, LLP2 years Filed as: DIXON HUGHES GOODMAN Service code 10 · EIN 56-0747981 901 E CARY STREET, SUITE 1000 · RICHMOND, VA 23219 | Accounting | $10,000 |
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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.
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 | $21,578,776-100.0% | $192,869-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.2%-36.2pp | 0.0%0pp |
| Annual return | -6.57% | 33.37%-39.9pp | -0.77%-5.8pp | 33.37%-39.9pp |
| Employer contribution / active EE | $0 | $11,253-100.0% | $29,514-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $819-100.0% | $36-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $42,257-100.0% | $99,113-100.0% |