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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $212,320 |
Service code 28 · EIN 48-1140940 | Investment Management | $51,487 |
MARQUETTE ASSOCIATES2 years Filed as: MARQUETTE ASSOCIATES INC. Service code 16 · EIN 36-3485298 | Consulting | $25,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $15,114 |
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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 | $3,370,408-100.0% | $428,620-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 1.2%-1.2pp |
| Annual return | 17.13% | 15.61%+1.5pp | 20.73%-3.6pp | 53.27%-36.1pp |
| Employer contribution / active EE | $4,107 | $10,773-61.9% | $36,503-88.7% | $14,774-72.2% |
| Participant deferral / active EE | $0 | $68-100.0% | $77-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $7,495-100.0% | $13,289-100.0% |