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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $659,233 |
TJS DEEMER DANA LLP2 years Service code 10 · EIN 58-2663273 | Accounting | $26,382 |
Filed as: OCTOBER THREE CONSULTING Service code 11 · EIN 27-1175487 | Actuarial | $23,422 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $20,231 |
Filed as: PRINCIPAL SECURITIES Service code 27 · EIN 42-0941553 | Advisory (Plan) | $20,000 |
Filed as: NEW ENGLAND RETIREMENT Service code 27 · EIN 20-5322603 | Advisory (Plan) | $16,000 |
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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 | $120,737-100.0% | $91,826-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 4.7%-4.7pp | 43.0%-43.0pp |
| Annual return | 0.80% | 4.61%-3.8pp | 793.01%-792.2pp | 259.14%-258.3pp |
| Employer contribution / active EE | $0 | $40,806-100.0% | $27,004-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $9,698-100.0% | $4,239-100.0% | $21,546-100.0% |