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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $61,089 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 15 · EIN 41-0449260 | Recordkeeping | $17,242 |
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Annual investment return 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 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 | $29,685-100.0% | $264,156-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 18.4%-18.4pp | 45.6%-45.6pp | 12.6%-12.6pp |
| Annual return | 0.86% | 4.97%-4.1pp | 4.74%-3.9pp | 4.56%-3.7pp |
| Employer contribution / active EE | $0 | $17,970-100.0% | $46,220-100.0% | $15,526-100.0% |
| Participant deferral / active EE | $26,363 | $141+18642.7% | $248+10546.3% | $97+27209.8% |
| Admin fee / account holder | $0 | $0 | $12,050-100.0% | $1,711-100.0% |