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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $96,185 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $80,065 |
Service code 10 · EIN 95-4345526 | Accounting | $6,845 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
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 | $24,537-100.0% | $411,083-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.8%-30.8pp | 13.5%-13.5pp |
| Annual return | 14.13% | 2.60%+11.5pp | 5.50%+8.6pp | 9.29%+4.8pp |
| Employer contribution / active EE | $0 | $8,096-100.0% | $28,518-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $193-100.0% | $818-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $3,954-100.0% | $7,663-100.0% | $2,037-100.0% |