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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 21 · EIN 94-1347393 | Bank Trustee | $290,085 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 23-1159360 | Actuarial | $184,374 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $133,626 |
GAMCO ASSET MANAGEMENT1+ years Filed as: GABELLI ASSET MANAGEMENT COMPANY Service code 28 · EIN 13-4044521 | Investment Management | $106,816 |
PORTFOLIO EVALUATIONS, INC.1+ years Filed as: PORTFOLIO EVALUATIONS INC. Service code 27 · EIN 22-3189064 | Advisory (Plan) | $40,000 |
THE ANGELL PENSION GROUP, INC.1+ years Service code 14 · EIN 04-2530412 | Plan Administrator | $32,057 |
DELOITTE & TOUCHE LLP1+ years Filed as: BRYAN, PENDLETON, SWATS &MCALLISTER Service code 14 · EIN 62-0853448 | Plan Administrator | $5,000 |
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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 | $14,096,330-100.0% | $186,087-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.0%0pp |
| Annual return | -2.53% | 1.67%-4.2pp | -2.13%-0.4pp | 1.67%-4.2pp |
| Employer contribution / active EE | $0 | $10,506-100.0% | $34,127-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $131-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $941-100.0% | $66,276-100.0% |