| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $316,104 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $211,948 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $49,858 |
CLEARVIEW GROUP6+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $25,396 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 64 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping Fees | $22,193 |
GREERWALKER LLP3 years Filed as: GREERWALKER Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $15,464 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $7,326 |
Employer contribution per participant 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,185,213-100.0% | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | - |
| Annual return | 9.73% | 42.38%-32.6pp | -2.84%+12.6pp | - |
| Employer contribution / active EE | $28,514 | $19,943+43.0% | $33,329-14.4% | - |
| Participant deferral / active EE | $0 | $669-100.0% | $51-100.0% | - |
| Admin fee / account holder | $0 | $2,937-100.0% | $2,475-100.0% | - |