| Provider | Service type | Compensation |
|---|---|---|
MERCER7+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $70,004 |
PIMCO FUNDS4 years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $25,226 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $18,422 |
GREERWALKER LLP4 years Service code 10 · EIN 56-1434747 | Accounting | $14,460 |
STATE STREET GLOBAL ADVISORS7+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $5,932 |
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 | $250,469-100.0% | $220,551-100.0% | $286,788-100.0% |
| Participation rate | 0.0% | 23.8%-23.8pp | 8.7%-8.7pp | 37.6%-37.6pp |
| Annual return | 2.55% | 4.93%-2.4pp | 7.32%-4.8pp | 9.30%-6.8pp |
| Employer contribution / active EE | $0 | $32,616-100.0% | $23,426-100.0% | $43,750-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $107-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $11,153-100.0% | $9,522-100.0% | $12,596-100.0% |