| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $202,192 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $26,913 |
PENSION ASSURANCE LLP4+ years Service code 10 · EIN 30-0840934 | Accounting | $10,000 |
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.
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 | $48,087-100.0% | $157,466-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 11.9%-11.9pp | 14.6%-14.6pp |
| Annual return | -7.39% | -2.83%-4.6pp | 12.68%-20.1pp | 10.56%-17.9pp |
| Employer contribution / active EE | $0 | $11,770-100.0% | $22,860-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $123-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,275-100.0% | $2,825-100.0% | $3,354-100.0% |