| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 100 N. TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $318,355 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $249,463 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $99,346 |
CLEARVIEW GROUP4+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $84,740 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $48,702 |
KEYBANK NATIONAL ASSOCIATION4+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $36,016 |
NRS1 year Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $28,746 |
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $13,498 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $18,026,966-100.0% | $476,019-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 1.8%-1.8pp |
| Annual return | -2.02% | -3.49%+1.5pp | 4.36%-6.4pp | 0.19%-2.2pp |
| Employer contribution / active EE | $0 | $17,891-100.0% | $27,383-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $75-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $14,020-100.0% | $426-100.0% |