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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $75,590 |
PIMCO FUNDS2+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $29,627 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $14,065 |
GREERWALKER LLP1 year Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $13,533 |
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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 | $409,661-100.0% | $477,209-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 1.7%-1.7pp |
| Annual return | 7.64% | 10.60%-3.0pp | -2.84%+10.5pp | 627.08%-619.4pp |
| Employer contribution / active EE | $0 | $19,729-100.0% | $33,329-100.0% | $18,824-100.0% |
| Participant deferral / active EE | $0 | $349-100.0% | $51-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $2,475-100.0% | $1,923-100.0% |