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| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID MGMT TRUST CO Service code 21 · EIN 04-2723880 | Bank Trustee | $5,334,281 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,356,619 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO Service code 28 · EIN 36-2214610 | Investment Management | $1,336,003 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,328,488 |
BAILLIE GIFFORD OVERSEAS LTD2 years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $1,210,473 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,158,693 |
EATON VANCE4 years Service code 28 · EIN 04-3101341 | Investment Management | $992,993 |
Filed as: CARDINAL CAPITAL MGMT, LLC Service code 28 · EIN 06-1422705 | Investment Management | $681,103 |
WELLS FARGO BANK, N.A.3 years Filed as: GALLIARD CAPITAL MANAGEMENT, INC Service code 28 · EIN 41-1813702 | Investment Management | $194,761 |
ROCATON INVESTMENT ADVISORS, LLC5+ years Filed as: ROCATON Service code 16 · EIN 04-3638035 | Consulting | $192,589 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,493 | $121,259+43.9% | $162,163+7.6% | $89,569+94.8% |
| Participation rate | 97.6% | 90.0%+7.5pp | 87.6%+10.0pp | 69.6%+28.0pp |
| Annual return | 24.02% | 22.23%+1.8pp | 115.59%-91.6pp | 34.56%-10.5pp |
| Employer contribution / active EE | $3,533 | $4,435-20.3% | $5,614-37.1% | $2,584+36.7% |
| Participant deferral / active EE | $9,639 | $6,620+45.6% | $7,298+32.1% | $4,220+128.4% |
| Admin fee / account holder | $226 | $101+124.3% | $10,843-97.9% | $72+215.7% |