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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $590,098 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $222,458 |
Filed as: CONDUENT HR CONSULTING LLC Service code 11 · EIN 13-3954297 | Actuarial | $124,106 |
Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $67,170 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 21 · EIN 95-4428141 | Bank Trustee | $38,123 |
RAINER & COMPANY4+ years Service code 10 · EIN 22-2183936 | Accounting | $31,300 |
Service code 10 · EIN 83-0414789 | Accounting | $8,344 |
Service code 27 · EIN 11-3654443 | Advisory (Plan) | $7,021 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $6,888 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,578,776-100.0% | $157,466-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 0.0%0pp |
| Annual return | 2996.07% | 201.32%+2794.7pp | 12.68%+2983.4pp | 33.37%+2962.7pp |
| Employer contribution / active EE | $30 | $10,877-99.7% | $22,860-99.9% | $11,253-99.7% |
| Participant deferral / active EE | $0 | $658-100.0% | $123-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $2,825-100.0% | $99,113-100.0% |