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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $152,150 |
CLEARVIEW GROUP1+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,000 |
PNC BANK, N.A.1+ years Filed as: PNC BANK, NATIONAL ASSOCIATION Service code 21 · EIN 25-1211909 | Bank Trustee | $18,871 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $5,798 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $169,917-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 0.0%0pp |
| Annual return | 5.50% | 28.71%-23.2pp | 7.98%-2.5pp | 9.19%-3.7pp |
| Employer contribution / active EE | $5,690 | $15,250-62.7% | $23,724-76.0% | $12,608-54.9% |
| Participant deferral / active EE | $0 | $156-100.0% | $53-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $636-100.0% | $2,655,710-100.0% |