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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $771,292 |
Filed as: DELAWARE CHARTER PRINCIPAL TRUST CO Service code 21 · EIN 51-0099493 | Bank Trustee | $50,940 |
Service code 29 · EIN 31-0541755 | Legal | $42,482 |
Service code 10 · EIN 95-4345526 | Accounting | $21,500 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $18,534 |
SQUIRE PATTON BOGGS (US) LLP2 years Filed as: SQUIRE PATTON BOGGS Service code 29 · EIN 34-0648199 | Legal | $16,303 |
UBIQUS REPORTING INC1 year Service code 16 · EIN 13-2791733 | Consulting | $5,992 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $235,493-100.0% | $235,493-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 59.1%-59.1pp | 24.6%-24.6pp | 44.4%-44.4pp |
| Annual return | -17.65% | -5.95%-11.7pp | -6.07%-11.6pp | -14.65%-3.0pp |
| Employer contribution / active EE | $0 | $44,275-100.0% | $37,389-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $146-100.0% | $182-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $12,327-100.0% | $12,327-100.0% | $14,582-100.0% |