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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $130,536 |
MERCER1+ years Service code 16 · EIN 13-2834414 | Consulting | $95,078 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $31,976 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $11,000 |
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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 | $82,591-100.0% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -1.10% | -0.43%-0.7pp | -3.43%+2.3pp | -0.60%-0.5pp |
| Employer contribution / active EE | $7,396 | $10,132-27.0% | $25,607-71.1% | $12,272-39.7% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |