Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: CORPORATION OF MERCER UNIVERSITY Service code 10 · EIN 58-0566167 1501 MERCER UNIVERSITY DR · MACON, GA 31207 | Accounting | $112,000 |
AXA EQUITABLE LIFE INSURANCE CO5+ years Service code 25 · EIN 13-5570651 P. O. BOX 4956 · SYRACUSE, NY 13221 | Directed Trustee | $0 |
GUIDESTONE FINANCIAL RESOURCES5+ 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 | $122,368 | $204,517-40.2% | $69,480+76.1% | $77,775+57.3% |
| Participation rate | 98.8% | 74.6%+24.1pp | 74.6%+24.2pp | 73.2%+25.6pp |
| Annual return | 17.84% | 22.10%-4.3pp | 28.99%-11.1pp | 32.58%-14.7pp |
| Employer contribution / active EE | $4,636 | $3,548+30.7% | $2,780+66.8% | $2,504+85.2% |
| Participant deferral / active EE | $2,889 | $3,478-16.9% | $3,537-18.3% | $3,966-27.2% |
| Admin fee / account holder | $76 | $101-24.1% | $3,840-98.0% | $100-23.7% |