Filed February 5, 2025
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| Provider | Service type | Compensation |
|---|---|---|
STOEL RIVES LLP1+ years Service code 29 · EIN 03-0408771 | Legal | $123,049 |
MERCER1+ years Filed as: MERCER HR SERVICES LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $121,827 |
BRACEWELL LLP1+ years Service code 29 · EIN 74-1024827 | Legal | $107,864 |
Service code 51 · EIN 31-1301863 | Investment Mgmt Fees | $64,577 |
HAM, LANGSTON & BREZINA, LLP1+ years Filed as: HAM, LANGSTON & BREZINA LP Service code 10 · EIN 76-0448495 | Accounting | $25,040 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $21,239 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Ot... | $14,808 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,491,905-100.0% | $9,655,338-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 7.4%-7.4pp | 5.3%-5.3pp |
| Annual return | 0.00% | 1057.21%-1057.2pp | 11.12%-11.1pp | 1057.21%-1057.2pp |
| Employer contribution / active EE | $449 | $14,374-96.9% | $22,651-98.0% | $14,374-96.9% |
| Participant deferral / active EE | $0 | $351-100.0% | $198-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $57,986-100.0% | $81,210-100.0% |