| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS5 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $201,502 |
MERCER8+ years Service code 11 1050 CONNECTICUT AVENUE NW · WASHINGTON, DC 20036 | Actuarial | $150,404 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $63,639 |
CLEARVIEW GROUP8+ years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $27,802 |
Filed as: NORTHEAST RETIREMENT SERVICES Service code 64 12 GILL STREET · WOBURN, MA 01801 | Recordkeeping Fees | $18,223 |
GREERWALKER LLP5 years Filed as: GREERWALKER Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $15,494 |
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 | $46,984-100.0% | $213,834-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 5.6%-5.6pp |
| Annual return | -18.23% | -15.55%-2.7pp | -5.12%-13.1pp | 39.82%-58.0pp |
| Employer contribution / active EE | $0 | $14,317-100.0% | $31,020-100.0% | $19,980-100.0% |
| Participant deferral / active EE | $0 | $817-100.0% | $101-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $2,852-100.0% | $62-100.0% |