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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $326,655 |
HAYNES AND BOONE, LLP2 years Filed as: HAYNES & BOONE, LLP Service code 29 · EIN 75-1312888 | Legal | $47,241 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $43,792 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $37,840 |
KILTEARN PARTNERS LLP6 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $14,922 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $13,566 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $11,593 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 28 · EIN 13-5570651 | Investment Management | $10,364 |
WARREN AVERETT, LLC2 years Service code 10 · EIN 45-4084437 | Accounting | $10,000 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $0 |
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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 | $242,135-100.0% | $319,010-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 22.4%-22.4pp | 47.0%-47.0pp | 9.9%-9.9pp |
| Annual return | -14.39% | -11.20%-3.2pp | 10.22%-24.6pp | -5.25%-9.1pp |
| Employer contribution / active EE | $0 | $17,775-100.0% | $51,205-100.0% | $15,161-100.0% |
| Participant deferral / active EE | $0 | $0 | $129-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $21,137-100.0% | $10,810-100.0% | $3,859-100.0% |