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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $1,052,427 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $180,120 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $34,407 |
WITHUMSMITH+BROWN, PC5+ years Filed as: PARKER, BROWN, MACAULEY & SHEERIN Service code 29 · EIN 04-3422478 | Legal | $23,463 |
MAYER HOFFMAN MCCANN P.C.5+ years Filed as: MAYER HOFFMAN MCCANN, PC Service code 10 · EIN 43-1947695 | Accounting | $14,850 |
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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 | $409,661-100.0% | $75,924-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 52.9%-52.9pp | 1.7%-1.7pp |
| Annual return | 8.47% | 627.08%-618.6pp | 6.78%+1.7pp | 627.08%-618.6pp |
| Employer contribution / active EE | $58,655 | $18,824+211.6% | $28,542+105.5% | $18,824+211.6% |
| Participant deferral / active EE | $6,145 | $418+1371.0% | $763+705.2% | $418+1371.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,754-100.0% | $1,923-100.0% |