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 | $3,002,384 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $186,853 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $173,721 |
MAYER HOFFMAN MCCANN P.C.2+ years Service code 10 · EIN 43-1947695 | Accounting | $31,000 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO BANK N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $24,080 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $23,643 |
LOCKE LORD LLP2+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $1,281 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 9.98% | 6.13%+3.9pp | 4.74%+5.2pp | 9.19%+0.8pp |
| Employer contribution / active EE | $4,264 | $10,206-58.2% | $36,089-88.2% | $12,608-66.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |