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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $1,159,892 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $270,973 |
DRINKER BIDDLE & REATH LLP2 years Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $87,440 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 21 · EIN 95-4428141 | Bank Trustee | $72,299 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $35,008 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $682,094,093-100.0% | $133,543,011-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 0.0%0pp |
| Annual return | 20.81% | 22.40%-1.6pp | 29.77%-9.0pp | 21.83%-1.0pp |
| Employer contribution / active EE | $0 | $13,519-100.0% | $33,607-100.0% | $12,237-100.0% |
| Participant deferral / active EE | $0 | $806-100.0% | $96-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $3,101,387-100.0% | $835,310-100.0% | $1,551,325-100.0% |