| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS7 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $521,603 |
MERCER10+ years Service code 11 1050 CONNECTICUT AVENUE NW · WASHINGTON, DC 20036 | Actuarial | $283,804 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $260,578 |
CLEARVIEW GROUP10+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $78,887 |
NRS7 years Service code 15 12 GILL STREET SUITE 2600 · WOBURN, MA 01801 | Recordkeeping | $42,376 |
KEYBANK NATIONAL ASSOCIATION10+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $20,100 |
GREERWALKER LLP7 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE ST · CHARLOTTE, NC 28202 | Accounting | $16,095 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $93,040-100.0% | $148,078-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 13.3%-13.3pp | 5.4%-5.4pp | 43.7%-43.7pp |
| Annual return | -92.65% | 3.77%-96.4pp | 6.70%-99.4pp | 13.05%-105.7pp |
| Employer contribution / active EE | $0 | $35,747-100.0% | $25,217-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $47-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $7,182-100.0% | $31,365-100.0% |