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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $136,545 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $76,835 |
Filed as: SQUIRE PATTON BOGGS Service code 29 · EIN 34-0648199 | Legal | $11,500 |
Service code 10 · EIN 95-4345526 | Accounting | $8,030 |
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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.
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $95,044-100.0% | $433,529-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.9%-22.9pp | 8.4%-8.4pp |
| Annual return | 2.94% | 20.06%-17.1pp | 12.74%-9.8pp | 18.35%-15.4pp |
| Employer contribution / active EE | $0 | $7,560-100.0% | $33,332-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $215-100.0% | $157-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $2,396-100.0% | $9,141-100.0% |