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| Provider | Service type | Compensation |
|---|---|---|
Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $123,839 |
MERCER6+ years Service code 11 · EIN 30-0282430 | Actuarial | $64,240 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO BANK NA Service code 26 · EIN 94-1347393 | Advisory (Participants) | $35,825 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 16.70% | 10.60%+6.1pp | -2.84%+19.5pp | 627.08%-610.4pp |
| Employer contribution / active EE | $641 | $19,729-96.8% | $33,329-98.1% | $18,824-96.6% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |