| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $635,091 |
MERCER6+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $384,880 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $136,341 |
CLEARVIEW GROUP6+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $88,598 |
NRS3 years Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $62,450 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $52,038 |
KEYBANK NATIONAL ASSOCIATION6+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $21,395 |
GREERWALKER LLP3 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $14,965 |
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 | $2,822,362-100.0% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.84% | 16.36%-4.5pp | 793.01%-781.2pp | 11.45%+0.4pp |
| Employer contribution / active EE | $58,559 | $15,595+275.5% | $27,004+116.9% | $17,219+240.1% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |