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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $131,467 |
THE SEGAL COMPANY5+ years Filed as: SIBSON CONSULTING Service code 17 · EIN 13-1835864 | Pension Consulting | $46,619 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $39,233 |
FISCHER DORWART, P.C.5+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $11,825 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 1701 MARKET STREET · PHILADELPHIA, PA 19103 | Legal | $6,044 |
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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 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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.43% | 15.60%+3.8pp | 29.77%-10.3pp | 16.32%+3.1pp |
| Employer contribution / active EE | $0 | $11,838-100.0% | $33,607-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |