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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT CONSULTING INC. Service code 27 · EIN 61-0736136 | Advisory (Plan) | $111,561 |
MERCER2+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $59,208 |
STOEL RIVES LLP1 year Service code 29 · EIN 93-0408771 | Legal | $40,692 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $31,741 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $20,451 |
HAM, LANGSTON & BREZINA, LLP2+ years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0488495 | Accounting | $13,086 |
MERCER2+ years Filed as: MERCER HR SERVICES LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $12,327 |
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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 | $49,677-100.0% | $442,730-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 3.6%-3.6pp |
| Annual return | 4.87% | 5.54%-0.7pp | 4.72%+0.2pp | 11.88%-7.0pp |
| Employer contribution / active EE | $70,495 | $25,709+174.2% | $30,821+128.7% | $14,612+382.4% |
| Participant deferral / active EE | $0 | $2,149-100.0% | $113-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $2,146-100.0% | $637-100.0% |