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| Provider | Service type | Compensation |
|---|---|---|
CUNI, RUST & STRENK2+ years Service code 11 · EIN 31-1227755 | Actuarial | $91,235 |
Filed as: PRUDENTIAL Service code 51 · EIN 06-1050034 | Investment Mgmt Fees | $83,769 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK NA Service code 70 · EIN 26-0819763 | Consulting Fees | $14,000 |
STATE STREET GLOBAL ADVISORS2+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $5,107 |
COHEN & STEERS1 year Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 52 · EIN 01-3335336 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD GROUP INC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $0 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $54,060-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 8.4%-8.4pp |
| Annual return | 7.58% | 134.79%-127.2pp | 36.37%-28.8pp | 18.35%-10.8pp |
| Employer contribution / active EE | $0 | $12,114-100.0% | $37,223-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $107-100.0% | $524-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $568-100.0% | $9,141-100.0% |