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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2836954 | Actuarial | $158,223 |
Service code 31 · EIN 26-3521867 | Named fiduciary | $54,367 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 28 · EIN 94-1347393 | Investment Management | $24,357 |
SUNTRUST BANKS, INC.1+ years Filed as: SUNTRUST Service code 21 · EIN 54-1965633 | Bank Trustee | $16,271 |
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Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $286,961-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 13.3%-13.3pp | 3.6%-3.6pp |
| Annual return | -4.67% | 11.88%-16.5pp | 2.61%-7.3pp | 11.88%-16.5pp |
| Employer contribution / active EE | $29,794 | $14,612+103.9% | $24,109+23.6% | $14,612+103.9% |
| Participant deferral / active EE | $0 | $518-100.0% | $17-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $148-100.0% | $637-100.0% |