| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $196,916 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $54,517 |
CLEARVIEW GROUP3+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $45,430 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $23,553 |
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.
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 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 6.57% | 79.68%-73.1pp | 16.78%-10.2pp | 23.90%-17.3pp |
| Employer contribution / active EE | $11,632 | $21,735-46.5% | $26,328-55.8% | $16,539-29.7% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |