Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.3+ years Service code 27 · EIN 13-2628641 | Advisory (Plan) | $326,615 |
GABRIEL, ROEDER, SMITH & COMPANY3+ years Filed as: GABRIEL, ROEDER, SMITH & CO. Service code 11 · EIN 38-1691268 | Actuarial | $39,813 |
WELLS FARGO BANK, N.A.3+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $30,988 |
WITHUMSMITH+BROWN, PC3+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $14,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $413,253-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 40.8%-40.8pp | 1.9%-1.9pp |
| Annual return | 14.95% | 23.90%-8.9pp | 8.55%+6.4pp | 23.90%-8.9pp |
| Employer contribution / active EE | $0 | $16,539-100.0% | $55,494-100.0% | $16,539-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $122-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $160,808-100.0% | $18,975-100.0% |