Filed October 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $1,070,106 |
Filed as: PRINCIPAL Service code 25 · EIN 42-0127290 | Directed Trustee | $30,519 |
FRAZIER & DEETER, LLC4 years Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 39-4469485 | Accounting | $29,000 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $26,578 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $106,128-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 2.73% | 7.96%-5.2pp | 5.04%-2.3pp | 8.76%-6.0pp |
| Employer contribution / active EE | $37,605 | $15,125+148.6% | $26,454+42.1% | $16,664+125.7% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |