Filed March 29, 2023
Total covered: 472 employees
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $45,000 |
AON CONSULTING1+ years Service code 13 · EIN 22-2232264 | Contract Administrator | $6,371 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: SSGA Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $5,292 |
HAYNES AND BOONE, LLP1+ years Filed as: HAYNES AND BOONE Service code 29 2801 N. HARWOOD STREET SUITE 2300 · DALLAS, TN 75201 | Legal | $5,258 |
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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 | $89,087-100.0% | $80,293-100.0% | $285,997-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 8.56% | 16.55%-8.0pp | 15.31%-6.7pp | 24.44%-15.9pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,356-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,013-100.0% |