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| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $207,696 |
MERCER6+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $45,805 |
AXA EQUITABLE LIFE INSURANCE CO6+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $24,533 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $14,588 |
Filed as: HAM LANGSTON & BREZINA, LLC Service code 10 · EIN 76-0488495 | Accounting | $13,045 |
MORNEAU SHEPELL1 year Filed as: MORNEAU SHEPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $7,086 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $20,848-100.0% | $353,945-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 20.8%-20.8pp | 13.5%-13.5pp |
| Annual return | 20.04% | 12.26%+7.8pp | 10.57%+9.5pp | 9.29%+10.8pp |
| Employer contribution / active EE | $0 | $20,182-100.0% | $29,483-100.0% | $15,168-100.0% |
| Participant deferral / active EE | $0 | $23-100.0% | $150-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $81-100.0% | $2,009-100.0% | $2,037-100.0% |