| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS6 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $700,819 |
MERCER9+ years Service code 11 1050 CONNECTICUT AVENUE NW · WASHINGTON, DC 20036 | Actuarial | $285,174 |
CLEARVIEW GROUP9+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $102,829 |
NRS6 years Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $57,085 |
KEYBANK NATIONAL ASSOCIATION9+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $33,928 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $24,901 |
GREERWALKER LLP6 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $15,278 |
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 7.52% | 20.09%-12.6pp | 15.31%-7.8pp | 37.77%-30.2pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,798-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |