Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY3+ years Filed as: MORGAN STANLEY GLOBAL BANK Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $156,038 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $94,053 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $38,301 |
HBLA3+ years Filed as: HBLA, CERTIFIED PUBLIC ACCOUNTANTS Service code 10 · EIN 33-0155525 | Accounting | $26,045 |
DAVIS WRIGHT TREMAINE3+ years Filed as: DAVIS, WRIGHT & TERAMAINE Service code 29 · EIN 13-5565207 | Legal | $6,553 |
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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 | $1,723,788-100.0% | $350,496-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 1.9%-1.9pp |
| Annual return | 11.37% | 11.05%+0.3pp | 12.88%-1.5pp | 23.90%-12.5pp |
| Employer contribution / active EE | $9,626 | $15,936-39.6% | $40,010-75.9% | $16,539-41.8% |
| Participant deferral / active EE | $0 | $41-100.0% | $66-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $7,226-100.0% | $18,975-100.0% |