| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $703,654 |
MERCER5+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $157,465 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $118,454 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $98,828 |
CLEARVIEW GROUP5+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $81,890 |
NRS2 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $72,654 |
KEYBANK NATIONAL ASSOCIATION5+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $49,821 |
GREERWALKER LLP2 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,312 |
Employer contribution per participant 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $50,635-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 20.96% | 53.17%-32.2pp | 18.06%+2.9pp | 21.83%-0.9pp |
| Employer contribution / active EE | $651 | $14,715-95.6% | $30,411-97.9% | $12,237-94.7% |
| Participant deferral / active EE | $0 | $65-100.0% | $40-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $1,675-100.0% | $1,551,325-100.0% |