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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2836954 | Actuarial | $114,033 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $61,512 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $27,592 |
Service code 10 · EIN 75-2599166 | Accounting | $18,000 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $44,091-100.0% | $42,250-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 18.8%-18.8pp | 4.5%-4.5pp |
| Annual return | 6.75% | 13.95%-7.2pp | 7.25%-0.5pp | 13.95%-7.2pp |
| Employer contribution / active EE | $2,571 | $16,598-84.5% | $33,137-92.2% | $16,598-84.5% |
| Participant deferral / active EE | $0 | $511-100.0% | $13-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $159-100.0% | $612-100.0% |