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| Provider | Service type | Compensation |
|---|---|---|
MERCER1 year Filed as: CORPORATION OF MERCER UNIVERSITY Service code 10 · EIN 58-0566167 1501 MERCER UNIVERSITY DR · MACON, GA 31207 | Accounting | $108,000 |
AXA EQUITABLE LIFE INSURANCE CO2+ years Service code 25 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
GUIDESTONE FINANCIAL RESOURCES2+ years Filed as: GUIDESTONE FINANCIAL SERVICES Service code 15 · EIN 75-0939949 2401 CEDAR SPRINGS ROAD · DALLAS, TX 75201 | Recordkeeping | $0 |
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 | $102,571 | $85,199+20.4% | $57,196+79.3% | $63,975+60.3% |
| Participation rate | 98.3% | 74.0%+24.3pp | 75.3%+23.0pp | 71.1%+27.2pp |
| Annual return | 7.02% | 10.43%-3.4pp | 14.59%-7.6pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,017 | $3,446+16.6% | $2,683+49.7% | $2,182+84.1% |
| Participant deferral / active EE | $2,519 | $3,109-19.0% | $3,096-18.6% | $3,356-24.9% |
| Admin fee / account holder | $34 | $39-11.7% | $3,141-98.9% | $70-51.6% |