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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $254,611 |
AON CONSULTING2+ years Service code 11 45 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Actuarial | $43,380 |
STATE STREET GLOBAL ADVISORS2+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $42,578 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $21,630 |
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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 | $276,582-100.0% | $1,035,159-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 49.6%-49.6pp | 46.4%-46.4pp |
| Annual return | -5.84% | -68.32%+62.5pp | -61.72%+55.9pp | -82.67%+76.8pp |
| Employer contribution / active EE | $0 | $50,529-100.0% | $47,703-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $121-100.0% | $135-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $5,930-100.0% | $5,792-100.0% | $11,204-100.0% |