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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $50,919 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $26,867 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO FUNDS MGMT LLC Service code 21 · EIN 94-3382001 | Bank Trustee | $19,756 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $16,667 |
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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 | $46,244-100.0% | $336,625-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 51.5%-51.5pp | 2.8%-2.8pp |
| Annual return | 19.15% | 16.32%+2.8pp | 10.36%+8.8pp | 16.32%+2.8pp |
| Employer contribution / active EE | $22,317 | $17,007+31.2% | $52,561-57.5% | $17,007+31.2% |
| Participant deferral / active EE | $0 | $406-100.0% | $77-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $7,349-100.0% | $127-100.0% |