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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST Service code 50 · EIN 04-1590850 | Direct Payment | $54,968 |
BLITMAN & KING5+ years Filed as: BLITMAN & KING, LLP Service code 29 · EIN 16-1047304 | Legal | $38,035 |
MEKETA INVESTMENT GROUP5+ years Filed as: MEKETA INVESTMENT GROUP, INC Service code 27 · EIN 04-2659023 | Advisory (Plan) | $30,000 |
SCHULTHEIS & PANETTIERI, LLP5+ years Service code 10 · EIN 13-1577780 | Accounting | $24,500 |
Filed as: BNY MELLON Service code 52 · EIN 13-3272460 | Indirect Investment Fees | $0 |
HARBOR2 years Service code 52 · EIN 34-1953393 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
PIMCO FUNDS2 years Service code 52 · EIN 95-2632339 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD Service code 52 · EIN 23-1945930 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,063 | $66,051-10.6% | $92,909-36.4% | $77,775-24.1% |
| Participation rate | 90.1% | 81.0%+9.1pp | 76.0%+14.1pp | 73.2%+16.9pp |
| Annual return | 16.37% | 20.69%-4.3pp | 109.44%-93.1pp | 32.58%-16.2pp |
| Employer contribution / active EE | $2,501 | $3,426-27.0% | $3,653-31.5% | $2,504-0.1% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,238-100.0% | $3,966-100.0% |
| Admin fee / account holder | $242 | $148+64.0% | $5,795-95.8% | $100+142.3% |