| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $72,407 |
WELLS FARGO BANK, N.A.5+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $29,522 |
PENSION ASSURANCE LLP5+ years Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
BRYAN CAVE LLP3 years Service code 29 · EIN 43-0602162 | Legal | $5,380 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $58,463-100.0% | $133,543,011-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 8.0%-8.0pp | 13.0%-13.0pp |
| Annual return | 23.40% | 12.80%+10.6pp | 29.77%-6.4pp | 13.59%+9.8pp |
| Employer contribution / active EE | $0 | $11,862-100.0% | $33,607-100.0% | $14,592-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $96-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $325-100.0% | $835,310-100.0% | $29,657-100.0% |