| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $313,473 |
MERCER4+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $199,368 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $119,427 |
CLEARVIEW GROUP4+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $111,834 |
KEYBANK NATIONAL ASSOCIATION4+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $77,628 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $58,120 |
NRS1 year Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $35,048 |
GREERWALKER LLP1 year Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,312 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $476,019-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -1.85% | 39.99%-41.8pp | 4.36%-6.2pp | 33.37%-35.2pp |
| Employer contribution / active EE | $0 | $11,066-100.0% | $27,383-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $93-100.0% | $75-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $14,020-100.0% | $99,113-100.0% |