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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 · EIN 41-6257133 | Bank Trustee | $238,481 |
AON CONSULTING4+ years Service code 11 45 HUTCHINSON AVE. · COLUMBUS, OH 43235 | Actuarial | $106,781 |
STATE STREET GLOBAL ADVISORS4+ years Service code 27 · EIN 04-0025081 | Advisory (Plan) | $13,575 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $263,436-100.0% | $305,030-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 10.67% | 288.76%-278.1pp | 380.66%-370.0pp | 259.17%-248.5pp |
| Employer contribution / active EE | $0 | $47,316-100.0% | $45,083-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,502-100.0% |