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| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $128,833 |
MERCER4+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $59,800 |
AXA EQUITABLE LIFE INSURANCE CO4+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $30,121 |
STOEL RIVES LLP1 year Filed as: STOEL RIVES Service code 29 · EIN 93-0408771 | Legal | $17,580 |
MERCER4+ years Filed as: MERCER HR SERVICES LLC Service code 13 · EIN 20-1932099 | Contract Administrator | $13,254 |
HAM, LANGSTON & BREZINA, LLP4+ years Filed as: HAM, LANGSTON & BREZINA LLP Service code 10 · EIN 76-0488495 | Accounting | $13,150 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $12,462 |
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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 | $5,937-100.0% | $280,855-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 21.6%-21.6pp | 14.6%-14.6pp |
| Annual return | -4.82% | -3.90%-0.9pp | -0.70%-4.1pp | 10.56%-15.4pp |
| Employer contribution / active EE | $22,932 | $19,150+19.8% | $28,903-20.7% | $13,643+68.1% |
| Participant deferral / active EE | $0 | $169-100.0% | $148-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $3,354-100.0% | $1,852-100.0% | $3,354-100.0% |