Filed October 15, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PENSION BENEFITS GUARANTY CORP Service code 50 1200 K. STREET NW · WASHINGTON, DC 20005 | Direct Payment | $2,552,650 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $257,026 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $155,463 |
MAYER HOFFMAN MCCANN P.C.1+ years Service code 10 · EIN 43-1947695 | Accounting | $31,750 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $22,113 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $22,048 |
LOCKE LORD LLP1+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $11,592 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | 0.83% | -0.09%+0.9pp | -0.81%+1.6pp | 1.67%-0.8pp |
| Employer contribution / active EE | $0 | $11,440-100.0% | $38,425-100.0% | $10,506-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |