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| Provider | Service type | Compensation |
|---|---|---|
RIVER AND MERCANTILE LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $139,875 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET GLOBAL ADV TRUST CO Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $43,596 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK Service code 21 · EIN 94-1347393 | Bank Trustee | $13,238 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET RETIREE SERVICES Service code 21 · EIN 04-3581074 | Bank Trustee | $8,900 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $54,060-100.0% | $54,060-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 3.3%-3.3pp | 37.6%-37.6pp |
| Annual return | 1.00% | 7.73%-6.7pp | 36.37%-35.4pp | 9.30%-8.3pp |
| Employer contribution / active EE | $43,000 | $59,889-28.2% | $37,223+15.5% | $43,746-1.7% |
| Participant deferral / active EE | $0 | $604-100.0% | $524-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $568-100.0% | $12,596-100.0% |