| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $131,056 |
WELLS FARGO BANK, N.A.6+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $27,354 |
PENSION ASSURANCE LLP6+ years Service code 10 · EIN 30-0840934 | Accounting | $10,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,889,152-100.0% | $477,209-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 4.3%-4.3pp | 10.2%-10.2pp | 13.5%-13.5pp |
| Annual return | 13.78% | 9.93%+3.9pp | -2.84%+16.6pp | 9.29%+4.5pp |
| Employer contribution / active EE | $0 | $11,565-100.0% | $33,329-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $51-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $2,475-100.0% | $2,037-100.0% |