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| Provider | Service type | Compensation |
|---|---|---|
PBGC PREMIUM1 year Filed as: PBGC Service code 99 | Other Fees | $182,635 |
Service code 99 | Other Fees | $66,000 |
Service code 99 470 ATLANTIC AVE 4TH FLOOR · BOSTON, MA 02210 | Other Fees | $15,379 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 13 · EIN 94-1347393 | Contract Administrator | $13,099 |
TJS DEEMER DANA LLP1 year Service code 10 | Accounting | $9,000 |
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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.
Plan reported a final filing / termination within the last year.
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 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.3%-47.3pp |
| Annual return | 22.85% | 10.98%+11.9pp | 18.06%+4.8pp | 12.16%+10.7pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |