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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $588,982 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $148,475 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $53,403 |
WITHUMSMITH+BROWN, PC2+ years Filed as: PARKER, BROWN, MACAULEY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $31,000 |
EASTERN INSURANCE GROUP LLC2+ years Service code 22 · EIN 04-6568107 | Insurance Broker | $22,682 |
MAYER HOFFMAN MCCANN P.C.2+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $14,536 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,031-100.0% | $127,144-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 62.9%-62.9pp | 4.5%-4.5pp |
| Annual return | 7.65% | 11.07%-3.4pp | 9.35%-1.7pp | 13.95%-6.3pp |
| Employer contribution / active EE | $55,556 | $14,286+288.9% | $25,504+117.8% | $16,598+234.7% |
| Participant deferral / active EE | $5,420 | $1,617+235.1% | $1,066+408.2% | $511+960.2% |
| Admin fee / account holder | $0 | $4,122-100.0% | $2,049-100.0% | $612-100.0% |