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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $463,575 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $174,355 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Custodial (other than securities); In... | $137,529 |
AON CONSULTING3+ years Filed as: HEWITT ENNISKNUPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $89,000 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $57,913 |
METLIFE LIFE INSURANCE COMPANY3+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $15,855 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.33% | 13.03%-0.7pp | 10.36%+2.0pp | 23.90%-11.6pp |
| Employer contribution / active EE | $0 | $15,779-100.0% | $37,738-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |