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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $6,383 |
WELLS FARGO BANK, N.A.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $5,244 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $235,493-100.0% | $235,493-100.0% | $350,051-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.5%-44.5pp |
| Annual return | 4.02% | -5.95%+10.0pp | -6.07%+10.1pp | -14.65%+18.7pp |
| Employer contribution / active EE | $0 | $44,275-100.0% | $37,389-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |