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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $218,741 |
AON CONSULTING1+ years Service code 11 45 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Actuarial | $174,535 |
STATE STREET GLOBAL ADVISORS1+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $21,500 |
RSM US LLP1+ years Service code 10 · EIN 42-0714325 | Accounting | $21,000 |
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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 | $321,431-100.0% | $308,850-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 52.9%-52.9pp | 48.5%-48.5pp | 45.9%-45.9pp |
| Annual return | 13.66% | 14.95%-1.3pp | 14.41%-0.7pp | 10.21%+3.5pp |
| Employer contribution / active EE | $0 | $48,159-100.0% | $45,283-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $124-100.0% | $125-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $8,071-100.0% | $9,941-100.0% | $13,518-100.0% |