| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $234,877 |
MERCER7+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $147,478 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $94,858 |
CLEARVIEW GROUP7+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $26,294 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 64 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping Fees | $15,472 |
GREERWALKER LLP4 years Filed as: GREERWALKER Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $14,763 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 2.85% | 8.91%-6.1pp | 7.32%-4.5pp | 11.84%-9.0pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |