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| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $163,277 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $63,984 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $42,693 |
NRS1 year Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $37,725 |
CLEARVIEW GROUP4+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,023 |
GREERWALKER LLP2 years Service code 10 · EIN 56-1434747 | Accounting | $13,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $9,706 |
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Annual investment return 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.
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 6.54% | 36.82%-30.3pp | 18.06%-11.5pp | 53.27%-46.7pp |
| Employer contribution / active EE | $8,633 | $13,338-35.3% | $30,411-71.6% | $14,774-41.6% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |