| Provider | Service type | Compensation |
|---|---|---|
MERCER6+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $104,207 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $28,077 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $16,072 |
GREERWALKER LLP3 years Service code 10 · EIN 56-1434747 | Accounting | $13,709 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $12,416 |
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 | $212,469-100.0% | $477,209-100.0% | $254,173-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.1%-43.1pp |
| Annual return | 12.71% | -14.68%+27.4pp | -2.84%+15.5pp | 259.19%-246.5pp |
| Employer contribution / active EE | $0 | $47,728-100.0% | $33,329-100.0% | $41,472-100.0% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,502-100.0% |