Filed September 8, 2020
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| Provider | Service type | Compensation |
|---|---|---|
RUANE, CUNNIFF & GOLDFARB INC.4+ years Service code 27 · EIN 13-2628641 | Advisory (Plan) | $351,235 |
GABRIEL, ROEDER, SMITH & COMPANY4+ years Filed as: GABRIEL, ROEDER, SMITH & CO. Service code 11 · EIN 38-1691268 | Actuarial | $34,393 |
WITHUMSMITH+BROWN, PC4+ years Filed as: MORRISON, BROWN, ARGIZ & FARRA, LLC Service code 10 · EIN 01-0720052 | Accounting | $14,500 |
WELLS FARGO BANK, N.A.4+ years Service code 19 · EIN 94-1347393 | Securities Custodian | $14,024 |
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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 | $18,026,966-100.0% | $215,441-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 50.7%-50.7pp | 1.8%-1.8pp |
| Annual return | -2.49% | 0.19%-2.7pp | 1.09%-3.6pp | 0.19%-2.7pp |
| Employer contribution / active EE | $0 | $13,763-100.0% | $57,621-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $181-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $10,762-100.0% | $426-100.0% |