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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Service code 11 · EIN 13-2834414 | Actuarial | $370,968 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $63,821 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $56,025 |
KILTEARN PARTNERS LLP5 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $37,741 |
ELLWOOD ASSOCIATES6 years Filed as: J.H. ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $27,721 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 28 · EIN 13-5570651 | Investment Management | $13,296 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES & BOONE, LLP Service code 29 · EIN 75-1312888 | Legal | $9,024 |
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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 | $295,536-100.0% | $375,279-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 23.1%-23.1pp | 36.7%-36.7pp | 8.4%-8.4pp |
| Annual return | 11.56% | 8.35%+3.2pp | 9.78%+1.8pp | 18.35%-6.8pp |
| Employer contribution / active EE | $0 | $16,968-100.0% | $46,882-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $72-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $39,383-100.0% | $5,665-100.0% | $9,141-100.0% |