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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Service code 11 ONE SOUTH STREET · BALTIMORE, MD 21202 | Actuarial | $78,938 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $33,130 |
GREERWALKER LLP2 years Service code 10 227 WEST TRADE STREET · CHARLOTTE, NC 28202 | Accounting | $14,350 |
CLEARVIEW GROUP1 year Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $14,044 |
PIMCO FUNDS3+ years Filed as: PIMCO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $8,103 |
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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 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 9.17% | 8.91%+0.3pp | 7.32%+1.8pp | 11.84%-2.7pp |
| Employer contribution / active EE | $0 | $8,713-100.0% | $23,426-100.0% | $17,339-100.0% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |