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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT CONSULTING Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $146,280 |
MERCER8+ years Filed as: MERCER (US) INC. Service code 11 · EIN 61-0736136 | Actuarial | $52,732 |
Filed as: AXA EQUITABLE LIFE INSURANCE Service code 13 · EIN 13-5570651 | Contract Administrator | $22,761 |
Filed as: PRUDENTIAL INSURANCE CO OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $14,275 |
Filed as: HAM LANGSTON & BREZINA, LLP Service code 10 · EIN 76-0488495 | Accounting | $13,640 |
STOEL RIVES LLP7 years Service code 29 · EIN 93-0408771 | Legal | $11,818 |
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $5,564 |
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Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $107,032-100.0% | - | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 9.9%-9.9pp |
| Annual return | -16.47% | 178.88%-195.3pp | 22.50%-39.0pp | -5.25%-11.2pp |
| Employer contribution / active EE | $333,333 | $21,448+1454.1% | $33,849+884.8% | $15,161+2098.6% |
| Participant deferral / active EE | $0 | $0 | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | - | $3,859-100.0% |