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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $515,042 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Custodial (ot... | $176,225 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $122,521 |
BLACKROCK2+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $51,063 |
AON CONSULTING2+ years Filed as: HEWITT ENNISKNUPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $41,500 |
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $16,359 |
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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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.16% | 5.13%+3.0pp | 4.74%+3.4pp | 7.18%+1.0pp |
| Employer contribution / active EE | $269,307 | $14,689+1733.4% | $36,089+646.2% | $13,095+1956.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |