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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $925,350 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $517,547 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $57,360 |
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Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $40,848-100.0% | $346,182-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.3%-20.3pp | 52.1%-52.1pp | 13.0%-13.0pp |
| Annual return | -61.53% | 22.30%-83.8pp | 13.48%-75.0pp | 13.59%-75.1pp |
| Employer contribution / active EE | $4,989 | $18,386-72.9% | $47,067-89.4% | $14,592-65.8% |
| Participant deferral / active EE | $0 | $11-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $68-100.0% | $14,572-100.0% | $29,657-100.0% |