Filed December 21, 2023
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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 32-0282430 | Investment Mgmt Fees | $239,317 |
MERCER2+ years Service code 11 · EIN 13-2834414 | Actuarial | $228,107 |
FIRST STATE TRUST COMPANY2+ years Service code 19 · EIN 13-3124172 | Securities Custodian | $37,415 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $32,993-100.0% | $110,523-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 47.6%-47.6pp | 12.6%-12.6pp |
| Annual return | 4.82% | 2.73%+2.1pp | 1.69%+3.1pp | 4.56%+0.3pp |
| Employer contribution / active EE | $113,617 | $13,500+741.6% | $24,295+367.7% | $15,526+631.8% |
| Participant deferral / active EE | $0 | $559-100.0% | $1,031-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $1,392-100.0% | $1,711-100.0% |