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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 30-0282430 | Actuarial | $246,991 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $55,867 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK NA Service code 26 · EIN 94-1347393 | Advisory (Participants) | $39,700 |
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Annual investment return is in the bottom quintile of the peer cohort.
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% | $522,682-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 12.6%-12.6pp | 0.8%-0.8pp |
| Annual return | -4.86% | -0.43%-4.4pp | -3.43%-1.4pp | -0.60%-4.3pp |
| Employer contribution / active EE | $30,960 | $10,132+205.6% | $25,607+20.9% | $12,272+152.3% |
| Participant deferral / active EE | $0 | $566-100.0% | $77-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,511-100.0% | $717-100.0% |