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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING5+ years Service code 11 · EIN 22-2232264 | Actuarial | $813,406 |
Filed as: BANK OF AMERICA Service code 27 · EIN 94-1687665 | Advisory (Plan) | $362,493 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 21 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Bank Trustee | $154,609 |
COLUMBIA1 year Filed as: COLUMBIA MNGMT INV ADV LLC Service code 27 P.O. BOX 8081 · BOSTON, MA 02266 | Advisory (Plan) | $78,993 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $44,100 |
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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 | $46,244-100.0% | $192,455-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 27.6%-27.6pp | 2.8%-2.8pp |
| Annual return | 14.95% | 16.32%-1.4pp | 50.81%-35.9pp | 16.32%-1.4pp |
| Employer contribution / active EE | $0 | $17,007-100.0% | $42,739-100.0% | $17,007-100.0% |
| Participant deferral / active EE | $0 | $406-100.0% | $90-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $2,268-100.0% | $127-100.0% |