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| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2 years Service code 21 · EIN 94-1347393 | Bank Trustee | $56,586 |
Filed as: NORTH PIER FIDUCIARY MANAGEMENT LLC Service code 27 · EIN 26-3521867 | Advisory (Plan) | $47,832 |
NYHART1 year Service code 11 · EIN 35-0966414 | Actuarial | $32,610 |
MERCER3+ years Service code 11 · EIN 13-2836954 | Actuarial | $12,273 |
FARMER, FUQUA & HUFF, P.C.2 years Service code 10 · EIN 75-2599166 | Accounting | $9,000 |
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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.
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% | $68,458-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 10.1%-10.1pp | 4.7%-4.7pp |
| Annual return | 6.53% | -0.69%+7.2pp | -0.87%+7.4pp | -0.69%+7.2pp |
| Employer contribution / active EE | $2,977 | $16,786-82.3% | $21,826-86.4% | $16,786-82.3% |
| Participant deferral / active EE | $0 | $525-100.0% | $656-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $165-100.0% | $124-100.0% |