| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $364,695 |
INVESCO1+ years Service code 28 · EIN 58-1707262 | Investment Management | $199,432 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $135,674 |
AON CONSULTING1+ years Filed as: AON HEWITT FINANCIAL ADVISORS Service code 26 · EIN 35-2421957 | Advisory (Participants) | $127,154 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $72,654 |
BLACKROCK1+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $16,029 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $6,822 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT FINANCIAL SERVICES LLC Service code 33 · EIN 36-3943169 | Finders' fees / placement fees; Secur... | $3,122 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES COLLECTIVE INVESTMENT Service code 52 | Indirect Investment Fees | $0 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 52 · EIN 20-8080381 | Indirect Investment Fees | $0 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,228 | $99,628+12.6% | $105,218+6.7% | $59,188+89.6% |
| Participation rate | 74.2% | 80.5%-6.3pp | 77.2%-3.1pp | 69.4%+4.7pp |
| Annual return | -0.42% | 3.21%-3.6pp | 5.33%-5.8pp | 5.51%-5.9pp |
| Employer contribution / active EE | $4,678 | $2,454+90.6% | $3,255+43.7% | $2,098+123.0% |
| Participant deferral / active EE | $4,588 | $4,189+9.5% | $4,867-5.7% | $3,265+40.5% |
| Admin fee / account holder | $167 | $62+167.2% | $6,992-97.6% | $92+81.0% |