| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $82,275 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $17,669 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $9,784 |
CLEARVIEW GROUP2 years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $7,388 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $149,104-100.0% | $144,462-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 33.7%-33.7pp | 11.7%-11.7pp | 45.9%-45.9pp |
| Annual return | 11.93% | 5.28%+6.7pp | 16.78%-4.8pp | 10.21%+1.7pp |
| Employer contribution / active EE | $0 | $35,590-100.0% | $26,328-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $57-100.0% | $97-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $24,636-100.0% | $20,893-100.0% | $13,518-100.0% |