Filed April 5, 2004
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 |
|---|---|---|
MERCER3+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $144,291 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $24,778 |
KPMG LLP3+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $22,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,723,788-100.0% | $198,173-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 1.9%-1.9pp |
| Annual return | 10.85% | 12.40%-1.5pp | 10.16%+0.7pp | 23.90%-13.0pp |
| Employer contribution / active EE | $1,331 | $8,748-84.8% | $33,192-96.0% | $16,539-91.9% |
| Participant deferral / active EE | $0 | $217-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,531-100.0% | $18,975-100.0% |