| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $792,721 |
MERCER6+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $225,319 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $170,188 |
CLEARVIEW GROUP6+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $110,452 |
NRS3 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $78,701 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $63,957 |
KEYBANK NATIONAL ASSOCIATION6+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $48,205 |
GREERWALKER LLP3 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $14,812 |
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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 13.36% | 12.05%+1.3pp | 793.01%-779.7pp | 12.86%+0.5pp |
| Employer contribution / active EE | $42,203 | $21,947+92.3% | $27,004+56.3% | $13,687+208.4% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |