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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $76,582 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $55,820 |
ACADIAN ASSET MANAGEMENT LLC1+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $49,903 |
CBIZ RETIREMENT PLAN SERVICES1+ years Service code 11 · EIN 22-2769024 13680 CLEVELAND AVE. NW · UNIONTOWN, OH 44685 | Actuarial | $45,696 |
Filed as: PRUDENTIAL US LONG DURATION CORP BD Service code 27 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $31,449 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO & COMPANY Service code 65 · EIN 41-0449260 333 MARKET ST, MAC A0109-080 · SAN FRANCISCO, CA 94105 | Account Maintenance | $21,687 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $1,219,223-100.0% | $522,682-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 4.3%-4.3pp |
| Annual return | -2.33% | -1.56%-0.8pp | -3.43%+1.1pp | 2.81%-5.1pp |
| Employer contribution / active EE | $44,745 | $14,048+218.5% | $25,607+74.7% | $16,358+173.5% |
| Participant deferral / active EE | $0 | $369-100.0% | $77-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $5,367-100.0% | $13,511-100.0% | $1,639-100.0% |