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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $132,118 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $33,270 |
MORGAN LEWIS3 years Service code 29 · EIN 23-0891050 | Legal | $30,266 |
CROWE LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $17,874 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $11,564 |
DIMEO SCHNEIDER & ASSOCIATES LLC4+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 · EIN 20-1443985 | Investment Management | $8,750 |
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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.
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 | $36,549-100.0% | $157,466-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 11.9%-11.9pp | 4.7%-4.7pp |
| Annual return | -6.97% | -2.68%-4.3pp | 12.68%-19.7pp | -0.69%-6.3pp |
| Employer contribution / active EE | $0 | $18,045-100.0% | $22,860-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $450-100.0% | $123-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $231-100.0% | $2,825-100.0% | $124-100.0% |