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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $640,873 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $215,425 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $57,130 |
WITHUMSMITH+BROWN, PC3+ years Filed as: PARKER, BROWN, MACAULEY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $37,658 |
EASTERN INSURANCE GROUP LLC3+ years Service code 22 · EIN 04-6568107 | Insurance Broker | $20,609 |
MAYER HOFFMAN MCCANN P.C.3+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $14,450 |
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Participant contribution per participant 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 | $37,197-100.0% | $110,792-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 58.3%-58.3pp | 4.7%-4.7pp |
| Annual return | 3.64% | -0.69%+4.3pp | -0.33%+4.0pp | -0.69%+4.3pp |
| Employer contribution / active EE | $52,344 | $16,786+211.8% | $25,782+103.0% | $16,786+211.8% |
| Participant deferral / active EE | $5,716 | $525+988.1% | $928+516.1% | $525+988.1% |
| Admin fee / account holder | $0 | $124-100.0% | $1,824-100.0% | $124-100.0% |