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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $131,720 |
AXA EQUITABLE LIFE INSURANCE CO1+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $31,206 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0448495 | Accounting | $23,039 |
MERCER1+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $22,375 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $19,646 |
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 17 · EIN 20-1932099 | Pension Consulting | $10,027 |
BRACEWELL & GIULIANI LLP1+ years Service code 29 · EIN 74-1024827 | Legal | $7,536 |
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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -5.05% | -1.11%-3.9pp | -1.10%-4.0pp | 2.81%-7.9pp |
| Employer contribution / active EE | $44,044 | $19,191+129.5% | $27,248+61.6% | $16,358+169.2% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |