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 |
|---|---|---|
MERCER4+ years Filed as: MERCER US INC. Service code 11 · EIN 13-2834414 | Actuarial | $806,662 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $41,793 |
KPMG LLP4+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $23,500 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,026,966-100.0% | $436,953-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 1.8%-1.8pp |
| Annual return | -1.96% | -2.48%+0.5pp | -102.04%+100.1pp | 0.19%-2.2pp |
| Employer contribution / active EE | $7,453 | $7,648-2.6% | $36,232-79.4% | $13,763-45.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $12,721-100.0% | $426-100.0% |