| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $79,263 |
WELLS FARGO BANK, N.A.4+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $23,850 |
PENSION ASSURANCE LLP4+ years Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
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 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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 23.65% | 15.60%+8.0pp | 29.77%-6.1pp | 16.32%+7.3pp |
| Employer contribution / active EE | $0 | $11,838-100.0% | $33,607-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |