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| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 31-1582098 6050 OAK TREE BLVD SUITE 500 · INDEPENDENCE, OH 44131 | Actuarial | $50,633 |
RSM US LLP3+ years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $33,977 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 608 2ND AVENUE SOUTH, 8TH FLOOR · MINNEAPOLIS, MN 55479 | Securities Custodian | $16,710 |
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Annual investment return 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.
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 | $7,968-100.0% | $144,462-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 1.3%-1.3pp | 11.7%-11.7pp | 11.3%-11.3pp |
| Annual return | 4.36% | 11.14%-6.8pp | 16.78%-12.4pp | 10.41%-6.1pp |
| Employer contribution / active EE | $0 | $14,043-100.0% | $26,328-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $91-100.0% | $97-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $110-100.0% | $20,893-100.0% | $2,646-100.0% |