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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 25 · EIN 94-1347393 | Directed Trustee | $132,403 |
MERCER1 year Filed as: MERCER, INC. Service code 11 · EIN 13-2834414 | Actuarial | $23,500 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Service code 11 · EIN 13-3689044 | Actuarial | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.58% | 16.85%-11.3pp | 5.44%+0.1pp | 11.88%-6.3pp |
| Employer contribution / active EE | $926 | $10,313-91.0% | $25,481-96.4% | $14,612-93.7% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |