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| Provider | Service type | Compensation |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $595,829 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $84,063 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $48,054 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES & BOONE LLP Service code 29 · EIN 75-1312888 | Legal | $13,448 |
SLC MANAGEMENT1 year Service code 28 · EIN 84-3504508 | Investment Management | $8,494 |
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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $317,758-100.0% | $310,574-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 62.9%-62.9pp | 57.3%-57.3pp | 43.7%-43.7pp |
| Annual return | 1.45% | 8.10%-6.6pp | 8.04%-6.6pp | 13.05%-11.6pp |
| Employer contribution / active EE | $91,626 | $44,198+107.3% | $42,693+114.6% | $37,664+143.3% |
| Participant deferral / active EE | $0 | $35-100.0% | $66-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $9,260-100.0% | $8,889-100.0% | $31,365-100.0% |