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| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 · EIN 13-2834414 | Actuarial | $189,246 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $104,691 |
STATE STREET GLOBAL ADVISORS4 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $97,045 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $45,498 |
CLEARVIEW GROUP6+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $34,672 |
GREERWALKER LLP4 years Service code 10 · EIN 56-1434747 | Accounting | $14,885 |
NRS3 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $9,409 |
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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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 20.58% | 11.91%+8.7pp | 36.37%-15.8pp | 13.24%+7.3pp |
| Employer contribution / active EE | $7,576 | $16,637-54.5% | $37,223-79.6% | $14,616-48.2% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |