| Provider | Service type | Compensation |
|---|---|---|
MERCER4+ years Service code 11 100 NORTH TRYON STREET · CHARLOTTE, NC 28202 | Actuarial | $123,363 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $15,540 |
GREERWALKER LLP1 year Service code 10 · EIN 56-1434747 | Accounting | $13,059 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $9,661 |
STATE STREET GLOBAL ADVISORS3 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $8,182 |
CLEARVIEW GROUP3 years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $5,668 |
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 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 | $169,587-100.0% | $157,466-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 34.7%-34.7pp | 11.9%-11.9pp | 46.4%-46.4pp |
| Annual return | -2.72% | -5.34%+2.6pp | 12.68%-15.4pp | -82.67%+79.9pp |
| Employer contribution / active EE | $0 | $31,322-100.0% | $22,860-100.0% | $43,771-100.0% |
| Participant deferral / active EE | $0 | $98-100.0% | $123-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $3,068-100.0% | $2,825-100.0% | $11,204-100.0% |