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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $93,112 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $32,455 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $26,195 |
CLEARVIEW GROUP1 year Service code 27 200 GLENRIDGE POINT PKWY · ATLANTA, GA 30342 | Advisory (Plan) | $14,484 |
GREERWALKER LLP3+ years Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $14,350 |
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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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 4.09% | 11.70%-7.6pp | 7.32%-3.2pp | 18.35%-14.3pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,669-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |