| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 100 N. TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $172,558 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $140,300 |
CLEARVIEW GROUP2+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $79,162 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $25,044 |
KEYBANK NATIONAL ASSOCIATION2+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $22,325 |
MCGUIRE WOODS2+ years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $10,616 |
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 | $35,636-100.0% | $169,917-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.3%-10.3pp | 1.8%-1.8pp |
| Annual return | 7.13% | 7.17%0pp | 7.98%-0.8pp | 7.18%-0.1pp |
| Employer contribution / active EE | $6,087 | $13,444-54.7% | $23,724-74.3% | $13,095-53.5% |
| Participant deferral / active EE | $0 | $228-100.0% | $53-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $636-100.0% | $362-100.0% |