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| Provider | Service type | Compensation |
|---|---|---|
MERCER3 years Service code 11 · EIN 13-2834414 | Actuarial | $614,933 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $537,253 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 21 · EIN 95-4428141 | Bank Trustee | $74,720 |
DRINKER BIDDLE & REATH LLP3 years Filed as: DRINKER BIDDLE REATH Service code 29 · EIN 23-1423089 | Legal | $73,610 |
TORRILLO & ASSOCIATES, LLC3 years Service code 10 · EIN 83-0414789 | Accounting | $16,433 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 18.17% | 24.77%-6.6pp | -2.84%+21.0pp | 12.86%+5.3pp |
| Employer contribution / active EE | $0 | $13,270-100.0% | $33,329-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |