| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $562,079 |
MERCER5+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $333,532 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $97,234 |
CLEARVIEW GROUP5+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $89,163 |
NRS2 years Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $59,230 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $56,925 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $22,297 |
GREERWALKER LLP2 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $13,499 |
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 | $3,370,408-100.0% | $50,635-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 1.2%-1.2pp |
| Annual return | 20.47% | 36.82%-16.3pp | 18.06%+2.4pp | 53.27%-32.8pp |
| Employer contribution / active EE | $13,668 | $13,338+2.5% | $30,411-55.1% | $14,774-7.5% |
| Participant deferral / active EE | $0 | $8-100.0% | $40-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $1,675-100.0% | $13,289-100.0% |