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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 11 · EIN 22-2232264 | Actuarial | $543,899 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $134,039 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 27 · EIN 27-2436452 | Advisory (Plan) | $70,089 |
RSM US LLP4+ years Service code 10 · EIN 42-0714325 | Accounting | $49,500 |
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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 | $37,197-100.0% | $157,995-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 41.3%-41.3pp | 4.7%-4.7pp |
| Annual return | -3.96% | -0.69%-3.3pp | 83.75%-87.7pp | -0.69%-3.3pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $41,592-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $77-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $678-100.0% | $124-100.0% |