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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO,NA Service code 28 · EIN 94-3112180 | Investment Management | $665,195 |
MERCER2 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $217,300 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $34,057 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS (US) LTD Service code 14 · EIN 52-1883918 | Plan Administrator | $32,080 |
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | -1.31% | 7.94%-9.3pp | 9.78%-11.1pp | 11.84%-13.1pp |
| Employer contribution / active EE | $0 | $42,390-100.0% | $46,882-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |