Filed September 5, 2017 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $62,209 |
SEI INVESTMENTS3 years Service code 28 · EIN 04-2452803 | Investment Management | $34,985 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $10,938 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 2.81% | 4.93%-2.1pp | 7.32%-4.5pp | 9.30%-6.5pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |