| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $249,535 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867455 | Custodial (other than securities); In... | $56,683 |
CLEARVIEW GROUP2+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $37,736 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $17,107 |
MCGUIRE WOODS2+ years Filed as: MCGUIRE WOODS LLP Service code 29 · EIN 54-0505857 | Legal | $12,561 |
Annual investment return 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.
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 | $35,636-100.0% | $151,941-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 1.8%-1.8pp |
| Annual return | 3.24% | 17.94%-14.7pp | 5.44%-2.2pp | 7.18%-3.9pp |
| Employer contribution / active EE | $0 | $12,263-100.0% | $25,481-100.0% | $13,095-100.0% |
| Participant deferral / active EE | $0 | $388-100.0% | $65-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $11,765-100.0% | $362-100.0% |