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| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 · EIN 13-2834414 | Actuarial | $195,848 |
LEGAL & GENERAL INVESTMENT5 years Filed as: LEGAL AND GENERAL Service code 51 · EIN 35-7085469 | Investment Mgmt Fees | $63,515 |
ELLWOOD ASSOCIATES6 years Filed as: J.H ELLWOOD & ASSOCIATES, INC. Service code 27 · EIN 36-3121777 | Advisory (Plan) | $43,752 |
KILTEARN PARTNERS LLP5 years Filed as: THE KILTEARN GLOBAL EQUITY FUND Service code 51 · EIN 27-4585908 | Investment Mgmt Fees | $26,772 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 25 · EIN 22-1147033 | Directed Trustee | $26,276 |
HAYNES AND BOONE, LLP1 year Service code 29 · EIN 75-1312888 | Legal | $23,706 |
WARREN AVERETT, LLC1 year Service code 10 · EIN 45-4084437 | Accounting | $16,000 |
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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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,186-100.0% | $375,279-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.7%-36.7pp | 3.6%-3.6pp |
| Annual return | 7.22% | 7.94%-0.7pp | 9.78%-2.6pp | 11.84%-4.6pp |
| Employer contribution / active EE | $0 | $42,390-100.0% | $46,882-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $186-100.0% | $72-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $409-100.0% | $5,665-100.0% | $409-100.0% |