Filed April 12, 2019 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $815,469 |
MERCER4 years Service code 11 · EIN 13-2834414 | Actuarial | $298,807 |
NORTHERN TRUST COMPANY9+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $202,731 |
FULBRIGHT & JAWORSKI9+ years Service code 29 · EIN 74-1201087 | Legal | $169,880 |
WEAVER AND TIDWELL, LLP5 years Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786313 | Accounting | $60,199 |
Filed as: QDRO CONSULTANTS CO. LLC Service code 17 · EIN 34-1820650 | Pension Consulting | $9,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,597 | $96,393+68.7% | $142,449+14.1% | $96,393+68.7% |
| Participation rate | 99.1% | 71.3%+27.8pp | 76.8%+22.3pp | 71.3%+27.8pp |
| Annual return | 18.63% | 22.88%-4.3pp | 19.99%-1.4pp | 22.88%-4.3pp |
| Employer contribution / active EE | $11,014 | $3,238+240.1% | $4,847+127.2% | $3,238+240.1% |
| Participant deferral / active EE | $10,256 | $5,455+88.0% | $6,283+63.2% | $5,455+88.0% |
| Admin fee / account holder | $62 | $74-16.0% | $10,011-99.4% | $74-16.0% |