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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $219,824 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $52,110 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $48,813 |
ELLWOOD ASSOCIATES4 years Filed as: J.H ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $43,752 |
KILTEARN PARTNERS LLP3 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 · EIN 27-4585908 | Investment Mgmt Fees | $30,158 |
GRANT THORNTON LLP3 years Filed as: GRANT THORNTON Service code 10 · EIN 36-6055558 | Accounting | $25,430 |
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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% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 19.04% | 13.54%+5.5pp | 13.48%+5.6pp | 16.32%+2.7pp |
| Employer contribution / active EE | $20,250 | $37,659-46.2% | $47,067-57.0% | $17,007+19.1% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |