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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $104,125 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $59,475 |
STOEL RIVES LLP2 years Service code 29 · EIN 93-0408771 | Legal | $37,359 |
AXA EQUITABLE LIFE INSURANCE CO3+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $29,183 |
BRACEWELL LLP1 year Service code 29 · EIN 74-1024827 | Legal | $23,916 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $20,867 |
Service code 10 · EIN 76-0488495 | Accounting | $13,044 |
MERCER3+ years Filed as: MERCER HR SERVICES LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $12,803 |
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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 | $46,757-100.0% | $85,985-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 11.3%-11.3pp |
| Annual return | 9.82% | 9.21%+0.6pp | 14.20%-4.4pp | 10.41%-0.6pp |
| Employer contribution / active EE | $303,112 | $20,031+1413.2% | $27,968+983.8% | $14,691+1963.3% |
| Participant deferral / active EE | $0 | $226-100.0% | $576-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $2,646-100.0% | $6,028-100.0% | $2,646-100.0% |