| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $310,224 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $102,422 |
CLEARVIEW GROUP4+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $32,984 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $32,474 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $25,875 |
GREERWALKER LLP1 year Filed as: GREERWALKER Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,964 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 64 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping Fees | $8,723 |
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 | $18,026,966-100.0% | $157,466-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.9%-11.9pp | 1.8%-1.8pp |
| Annual return | -2.45% | 7.01%-9.5pp | 12.68%-15.1pp | 0.19%-2.6pp |
| Employer contribution / active EE | $0 | $12,638-100.0% | $22,860-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $554-100.0% | $123-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $2,825-100.0% | $426-100.0% |