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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 16 · EIN 13-2834414 | Consulting | $72,483 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 13 · EIN 36-2235791 | Contract Administrator | $56,971 |
BDO USA, LLP2+ years Service code 10 1422 EUCLID AVENUE · CLEVELAND, OH 44115 | Accounting | $11,779 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 10 · EIN 94-2948313 | Accounting | $11,149 |
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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 | $49,677-100.0% | $151,941-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 3.6%-3.6pp |
| Annual return | 5.43% | 16.85%-11.4pp | 5.44%0pp | 11.88%-6.4pp |
| Employer contribution / active EE | $11,367 | $10,313+10.2% | $25,481-55.4% | $14,612-22.2% |
| Participant deferral / active EE | $0 | $445-100.0% | $65-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $11,765-100.0% | $637-100.0% |