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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $91,949 |
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $59,335 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $14,016 |
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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 | $82,186-100.0% | $54,060-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.6%-3.6pp |
| Annual return | 4.76% | 8.66%-3.9pp | 36.37%-31.6pp | 11.84%-7.1pp |
| Employer contribution / active EE | $0 | $10,755-100.0% | $37,223-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $384-100.0% | $524-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $568-100.0% | $409-100.0% |