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| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $152,142 |
PIMCO FUNDS1+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $23,271 |
GREERWALKER LLP1+ years Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,167 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 81-4017137 | Custodial (other than securities); Cu... | $12,522 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $11,787 |
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.69% | 15.60%+4.1pp | 29.77%-10.1pp | 16.32%+3.4pp |
| Employer contribution / active EE | $4,164 | $11,838-64.8% | $33,607-87.6% | $17,007-75.5% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |