Filed December 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $376,212 |
MERCER1+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 32-0282430 | Investment Mgmt Fees | $262,951 |
FIRST STATE TRUST COMPANY1+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $29,456 |
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Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $83,167-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 77.9%-77.9pp | 0.8%-0.8pp |
| Annual return | -2.76% | -0.60%-2.2pp | -0.37%-2.4pp | -0.60%-2.2pp |
| Employer contribution / active EE | $12,837 | $12,272+4.6% | $27,460-53.3% | $12,272+4.6% |
| Participant deferral / active EE | $0 | $416-100.0% | $1,021-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,063-100.0% | $717-100.0% |