Filed July 3, 2005
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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $34,045 |
EIDE BAILLY LLP1+ years Service code 10 · EIN 45-0250958 | Accounting | $12,000 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $9,819 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $31,920-100.0% | $96,302-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 8.8%-8.8pp | 15.7%-15.7pp |
| Annual return | -0.08% | -2.03%+2.0pp | -2.90%+2.8pp | -7.14%+7.1pp |
| Employer contribution / active EE | $0 | $10,249-100.0% | $27,990-100.0% | $14,613-100.0% |
| Participant deferral / active EE | $0 | $47-100.0% | $137-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $519-100.0% | $1,191-100.0% |