| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $854,052 |
MERCER7+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $249,575 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $147,003 |
CLEARVIEW GROUP7+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $97,605 |
NRS4 years Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $56,851 |
GREERWALKER LLP4 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $15,093 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $7,367 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | -2.42% | 11.91%-14.3pp | 36.37%-38.8pp | 13.24%-15.7pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |