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| Provider | Service type | Compensation |
|---|---|---|
MORGAN LEWIS2 years Service code 29 · EIN 23-0891050 | Legal | $121,804 |
AON CONSULTING3+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $118,915 |
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $34,060 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $19,132 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 20-1443985 | Investment Management | $17,500 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $5,419 |
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Employer contribution per participant 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.
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 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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 13.78% | 22.74%-9.0pp | 16.78%-3.0pp | 13.95%-0.2pp |
| Employer contribution / active EE | $0 | $16,157-100.0% | $26,328-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |