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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $328,983 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $142,746 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $22,686 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
HAYNES AND BOONE, LLP5 years Service code 29 · EIN 75-1312888 | Legal | $13,278 |
SLC MANAGEMENT2 years Service code 28 · EIN 84-3504508 | Investment Management | $11,639 |
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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 | $315,650-100.0% | $308,621-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 63.2%-63.2pp | 57.6%-57.6pp | 43.9%-43.9pp |
| Annual return | 3.71% | 8.11%-4.4pp | 8.05%-4.3pp | 13.05%-9.3pp |
| Employer contribution / active EE | $425,662 | $44,185+863.4% | $42,683+897.3% | $37,647+1030.7% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,946-100.0% |