| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 100 N. TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $190,576 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $154,700 |
CLEARVIEW GROUP3+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $99,768 |
KEYBANK NATIONAL ASSOCIATION3+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $39,386 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $35,997 |
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 | $1,723,788-100.0% | $180,484-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 1.9%-1.9pp |
| Annual return | 13.63% | 12.38%+1.3pp | 10.53%+3.1pp | 23.90%-10.3pp |
| Employer contribution / active EE | $141,266 | $23,325+505.6% | $29,360+381.2% | $16,539+754.1% |
| Participant deferral / active EE | $0 | $269-100.0% | $54-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $1,273-100.0% | $18,975-100.0% |