| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 100 N. TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $145,811 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $128,169 |
KEYBANK NATIONAL ASSOCIATION1+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $63,280 |
CLEARVIEW GROUP1+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $59,884 |
MCGUIRE WOODS1+ years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $30,781 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $21,828 |
Employer contribution per participant 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 | $14,096,330-100.0% | $96,302-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 0.0%0pp |
| Annual return | 0.64% | 0.61%0pp | -2.90%+3.5pp | 1.67%-1.0pp |
| Employer contribution / active EE | $82 | $9,133-99.1% | $27,990-99.7% | $10,506-99.2% |
| Participant deferral / active EE | $0 | $146-100.0% | $137-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $519-100.0% | $66,276-100.0% |