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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $110,195 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $17,778 |
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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 | $24,209-100.0% | - | $24,209-100.0% |
| Participation rate | 0.0% | 93.3%-93.3pp | 0.0%0pp | 93.3%-93.3pp |
| Annual return | 6.43% | 3.91%+2.5pp | 6.95%-0.5pp | 3.91%+2.5pp |
| Employer contribution / active EE | $7,471 | $8,642-13.6% | $12,736-41.3% | $8,642-13.6% |
| Participant deferral / active EE | $0 | $960-100.0% | $853-100.0% | $960-100.0% |
| Admin fee / account holder | $0 | $1,157-100.0% | - | $1,157-100.0% |