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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $61,561 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $29,057 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO FUNDS MGMT LLC Service code 21 · EIN 94-3382001 | Bank Trustee | $11,998 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $6,600 |
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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 | $409,661-100.0% | $438,681-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 44.3%-44.3pp | 1.7%-1.7pp |
| Annual return | 11.46% | 627.08%-615.6pp | 4.26%+7.2pp | 627.08%-615.6pp |
| Employer contribution / active EE | $18,750 | $18,824-0.4% | $54,767-65.8% | $18,824-0.4% |
| Participant deferral / active EE | $0 | $418-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,187-100.0% | $1,923-100.0% |