Filed October 4, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $965,666 |
CAPFINANCIAL PARTNERS LLC6 years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 16 · EIN 26-0058143 | Consulting | $292,878 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO BANK, NA Service code 25 · EIN 94-1347393 | Directed Trustee | $27,928 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $8,000 |
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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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 9.31% | 8.00%+1.3pp | 7.69%+1.6pp | 37.77%-28.5pp |
| Employer contribution / active EE | $34,889 | $15,902+119.4% | $28,501+22.4% | $15,798+120.8% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |