Filed March 3, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $126,049 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK,N.A Service code 16 · EIN 94-6257133 | Consulting | $55,878 |
MAYER HOFFMAN MCCANN P.C.1+ years Filed as: MAYER HOFFMANN MCCANN P.C. Service code 10 · EIN 43-1947695 | Accounting | $8,000 |
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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 | $50,876-100.0% | $10,105-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 15.7%-15.7pp |
| Annual return | -1.69% | -6.27%+4.6pp | 16.23%-17.9pp | -7.14%+5.5pp |
| Employer contribution / active EE | $18,840 | $14,200+32.7% | $17,605+7.0% | $14,613+28.9% |
| Participant deferral / active EE | $0 | $279-100.0% | $237-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,191-100.0% | $11-100.0% | $1,191-100.0% |