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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 · EIN 30-0282430 | Actuarial | $142,446 |
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $58,634 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK NA Service code 26 · EIN 94-1347393 | Advisory (Participants) | $32,345 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 17.42% | 79.68%-62.3pp | 16.78%+0.6pp | 23.90%-6.5pp |
| Employer contribution / active EE | $0 | $21,735-100.0% | $26,328-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |