Filed March 22, 2006 (most recent of 2 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 |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $207,347 |
MERCER1+ years Filed as: MERCER HEALTH & BENEFITS LLC Service code 17 · EIN 34-2015463 | Pension Consulting | $101,587 |
TRUCKER HUSS1+ years Service code 29 ONE EMBARCADERO CENTER, 12TH FLOOR · SAN FRANCISCO, CA 94111 | Legal | $28,645 |
ZIEGLER CAPITAL MANAGEMENT, LLC1+ years Filed as: BC ZIEGLER & COMPANY Service code 16 250 E WISCONSIN AVE · MILWAUKEE, WI 53202 | Consulting | $26,591 |
AETNA LIFE INSURANCE COMPANY1+ years Filed as: AETNA Service code 15 · EIN 06-6033492 | Recordkeeping | $17,988 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,767-100.0% | $219,333-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 18.8%-18.8pp | 42.3%-42.3pp | 4.3%-4.3pp |
| Annual return | -2.45% | -2.03%-0.4pp | -2.00%-0.4pp | 2.81%-5.3pp |
| Employer contribution / active EE | $4,184 | $9,185-54.4% | $34,470-87.9% | $16,358-74.4% |
| Participant deferral / active EE | $0 | $215-100.0% | $34-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $5,362-100.0% | $1,639-100.0% |