Filed September 29, 2020
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $82,889 |
MORGAN STANLEY SMITH BARNEY6+ years Filed as: MORGAN STANLEY GLOBAL BANK Service code 51 · EIN 26-4310632 | Investment Mgmt Fees | $61,204 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6257133 | Bank Trustee | $40,411 |
WINDES, INC.3 years Service code 10 · EIN 95-3001179 | Accounting | $17,900 |
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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 | $409,661-100.0% | $319,634-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 1.7%-1.7pp |
| Annual return | 8.20% | 10.09%-1.9pp | 174.94%-166.7pp | 627.08%-618.9pp |
| Employer contribution / active EE | $13,110 | $12,251+7.0% | $38,590-66.0% | $18,824-30.4% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $3,298-100.0% | $1,923-100.0% |