| Provider | Service type | Compensation |
|---|---|---|
MERCER5+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $94,407 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $32,508 |
GREERWALKER LLP2 years Service code 10 · EIN 56-1434747 | Accounting | $13,059 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $11,952 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $6,344 |
CLEARVIEW GROUP4 years Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $5,329 |
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 | $146,112-100.0% | $133,543,011-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 27.0%-27.0pp | 8.0%-8.0pp | 47.3%-47.3pp |
| Annual return | 20.05% | 4.63%+15.4pp | 29.77%-9.7pp | 12.16%+7.9pp |
| Employer contribution / active EE | $0 | $51,918-100.0% | $33,607-100.0% | $44,747-100.0% |
| Participant deferral / active EE | $0 | $59-100.0% | $96-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $282,686-100.0% | $835,310-100.0% | $17,640-100.0% |