Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $437,081 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY GLOBAL BANK Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $165,375 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $37,905 |
HBLA1+ years Filed as: HBLA, CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 33-0155525 | Accounting | $20,454 |
DAVIS WRIGHT TREMAINE1+ years Filed as: DAVIS, WRIGHT & TERAMAINE Service code 29 · EIN 13-5565207 | Legal | $18,852 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $313,292-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.8%-0.8pp |
| Annual return | -5.17% | -1.96%-3.2pp | -2.79%-2.4pp | -0.60%-4.6pp |
| Employer contribution / active EE | $12,168 | $11,651+4.4% | $39,327-69.1% | $12,272-0.8% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $15,115-100.0% | $717-100.0% |