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| Provider | Service type | Compensation |
|---|---|---|
MERCER8+ years Service code 11 · EIN 13-2834414 | Actuarial | $139,493 |
CLEARVIEW GROUP8+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,270 |
STATE STREET GLOBAL ADVISORS6 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $18,696 |
GREERWALKER LLP6 years Service code 10 · EIN 56-1434747 | Accounting | $16,453 |
NRS5 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $14,205 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $9,833 |
KEYBANK NATIONAL ASSOCIATION6 years Service code 59 · EIN 34-1974252 | Shareholder Servicing | $6,981 |
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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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 0.58% | 20.09%-19.5pp | 15.31%-14.7pp | 37.74%-37.2pp |
| Employer contribution / active EE | $10,796 | $15,382-29.8% | $28,686-62.4% | $15,788-31.6% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |