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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $261,549 |
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $198,297 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $26,315 |
WARREN AVERETT, LLC3 years Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
SLC MANAGEMENT1 year Service code 28 · EIN 84-3504508 | Investment Management | $6,597 |
HAYNES AND BOONE, LLP4 years Service code 29 · EIN 75-1312888 | Legal | $5,166 |
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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 | $318,230-100.0% | $306,246-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 68.8%-68.8pp | 62.9%-62.9pp | 55.8%-55.8pp |
| Annual return | 9.58% | 37.67%-28.1pp | 35.15%-25.6pp | 24.44%-14.9pp |
| Employer contribution / active EE | $152,889 | $48,360+216.1% | $46,389+229.6% | $41,348+269.8% |
| Participant deferral / active EE | $0 | $63-100.0% | $72-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $4,311-100.0% | $4,448-100.0% | $22,013-100.0% |