| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $368,359 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $193,743 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $29,626 |
CLEARVIEW GROUP5+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,654 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); In... | $19,875 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 64 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping Fees | $14,820 |
GREERWALKER LLP2 years Filed as: GREERWALKER Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,964 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 2.26% | 221.56%-219.3pp | 29.77%-27.5pp | 53.27%-51.0pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |