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.7+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $200,000 |
MERCER1 year Filed as: WILLIAM M MERCER Service code 11 · EIN 12-2836954 1051 EAST CARY STREET · RICHMOND, VA 23219 | Actuarial | $147,328 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 901 E CARY STREET · RICHMOND, VA 23219 | Accounting | $12,550 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $161,924-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 34.6%-34.6pp | 3.7%-3.7pp |
| Annual return | 14.76% | 11.76%+3.0pp | 10.41%+4.4pp | 15.63%-0.9pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $31,248-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $4-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $1,130-100.0% | $429-100.0% |