| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $865,995 |
MERCER8+ years Service code 11 1050 CONNECTICUT AVENUE NW · WASHINGTON, DC 20036 | Actuarial | $367,122 |
CLEARVIEW GROUP8+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $118,925 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $103,912 |
NRS5 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $66,889 |
KEYBANK NATIONAL ASSOCIATION8+ years Service code 13 · EIN 34-1974252 | Contract Administrator | $57,664 |
GREERWALKER LLP5 years Filed as: GREERWALKER, LLP Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $16,213 |
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -20.24% | -11.26%-9.0pp | -4.80%-15.4pp | 2.78%-23.0pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,276-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |