Filed January 30, 2020 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER US INC. Service code 13 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Contract Administrator | $640,252 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 28 · EIN 47-6132655 | Investment Management | $62,658 |
Service code 19 · EIN 47-0259043 | Securities Custodian | $16,588 |
KPMG LLP3 years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
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 | $533,381-100.0% | $468,504-100.0% | $483,246-100.0% |
| Participation rate | 0.0% | 93.9%-93.9pp | 94.1%-94.1pp | 93.7%-93.7pp |
| Annual return | -35.94% | 12.29%-48.2pp | 12.79%-48.7pp | 24.97%-60.9pp |
| Employer contribution / active EE | $0 | $17,348-100.0% | $16,822-100.0% | $28,334-100.0% |
| Participant deferral / active EE | $0 | $4,861-100.0% | $3,950-100.0% | $7,967-100.0% |
| Admin fee / account holder | $0 | $58,532-100.0% | $48,878-100.0% | $20,852-100.0% |