Filed October 18, 2004 (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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT Service code 28 · EIN 30-0282430 | Investment Management | $232,448 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $71,887 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-2984230 | Bank Trustee | $40,859 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $18,790 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $1,723,788-100.0% | $9,655,338-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 1.9%-1.9pp |
| Annual return | 14.19% | 14.20%0pp | 11.12%+3.1pp | 23.90%-9.7pp |
| Employer contribution / active EE | $14,692 | $28,371-48.2% | $22,651-35.1% | $16,539-11.2% |
| Participant deferral / active EE | $0 | $272-100.0% | $198-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $57,986-100.0% | $18,975-100.0% |