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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $220,399 |
LEGAL & GENERAL INVESTMENT3 years Filed as: LEGAL AND GENERAL INVESTMENT MANAGE Service code 28 · EIN 35-7085469 | Investment Management | $86,104 |
HAYNES AND BOONE, LLP3 years Service code 29 · EIN 75-1312888 | Legal | $41,358 |
KILTEARN PARTNERS LLP5+ years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 27 · EIN 27-4585908 | Advisory (Plan) | $34,340 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $23,037 |
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $22,035 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO BANK Service code 15 · EIN 22-1147033 | Recordkeeping | $10,991 |
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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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.
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 | $266,915-100.0% | $319,010-100.0% | $349,369-100.0% |
| Participation rate | 0.0% | 55.4%-55.4pp | 47.0%-47.0pp | 44.4%-44.4pp |
| Annual return | -22.69% | 12.39%-35.1pp | 10.22%-32.9pp | -14.65%-8.0pp |
| Employer contribution / active EE | $0 | $53,662-100.0% | $51,205-100.0% | $46,321-100.0% |
| Participant deferral / active EE | $0 | $126-100.0% | $129-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $9,726-100.0% | $10,810-100.0% | $14,582-100.0% |