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| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $141,301 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $97,248 |
STATE STREET GLOBAL ADVISORS3 years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $47,842 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $29,365 |
CLEARVIEW GROUP5+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $26,259 |
GREERWALKER LLP3 years Service code 10 · EIN 56-1434747 | Accounting | $14,500 |
NRS2 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $8,385 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.90% | 16.36%-4.5pp | 793.01%-781.1pp | 11.45%+0.5pp |
| Employer contribution / active EE | $8,041 | $15,595-48.4% | $27,004-70.2% | $17,219-53.3% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |