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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $480,309 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $249,847 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST CO, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $145,736 |
Service code 28 · EIN 04-2955404 | Investment Management | $98,975 |
BLACKROCK4+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $89,121 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $86,737 |
AON CONSULTING4+ years Filed as: HEWITT ENNISKNUPP, AN AON COMPANY Service code 17 · EIN 36-3109431 | Pension Consulting | $76,469 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $43,327 |
METLIFE LIFE INSURANCE COMPANY4+ years Filed as: METLIFE INSURANCE COMPANY Service code 21 · EIN 13-5581829 | Bank Trustee | $15,365 |
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Employer contribution per participant 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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | 0.69% | -1.12%+1.8pp | -2.18%+2.9pp | 0.19%+0.5pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |