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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 30-0282430 | Actuarial | $483,654 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $60,433 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK NA Service code 26 · EIN 94-1347393 | Advisory (Participants) | $32,662 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 2.53% | 17.94%-15.4pp | 5.44%-2.9pp | 7.18%-4.7pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |