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 | $3,096,042 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE Service code 64 · EIN 06-1050034 | Recordkeeping Fees | $201,929 |
MERCER4+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $190,836 |
MAYER HOFFMAN MCCANN P.C.4+ years Service code 10 · EIN 43-1947695 | Accounting | $28,250 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK N. A. Service code 19 · EIN 94-1347393 | Securities Custodian | $25,684 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $22,651 |
LOCKE LORD LLP4+ years Filed as: LOCKE LORD Service code 29 · EIN 74-1164324 | Legal | $0 |
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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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -3.22% | -1.12%-2.1pp | -2.18%-1.0pp | 0.19%-3.4pp |
| Employer contribution / active EE | $4,053 | $12,052-66.4% | $38,751-89.5% | $13,763-70.6% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |