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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Other fees; Investment management fee... | $99,209 |
C. RASO II9 years Service code 14 · EIN 04-6375393 | Plan Administrator | $81,336 |
PRISA7 years Filed as: PRISA LP Service code 28 · EIN 46-1242933 | Investment Management | $73,515 |
Filed as: PRU CORE BOND FUND Service code 28 · EIN 23-6994310 | Investment Management | $58,103 |
M. ROSE3 years Service code 30 · EIN 04-2145367 | Direct payment from the plan; Employe... | $46,514 |
Filed as: BRIDGEWAY BENEFIT PARTNERS Service code 15 · EIN 52-1796478 | Recordkeeping | $46,335 |
K. HARVEY10+ years Service code 30 · EIN 04-6375393 | Direct payment from the plan; Employe... | $44,613 |
C. DAMIGELLA10+ years Service code 30 · EIN 04-6128036 | Employee (plan); Direct payment from ... | $34,806 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $32,500 |
FEINBERG, DUMONT & BRENNAN5 years Filed as: FEINBERG DUMONT & BRENNAN Service code 29 · EIN 04-2738936 | Legal | $24,397 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,392 | $98,776-5.5% | $119,126-21.6% | $89,670+4.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 75.8%+24.2pp | 71.2%+28.8pp |
| Annual return | 4.98% | 9.25%-4.3pp | 282.11%-277.1pp | 19.66%-14.7pp |
| Employer contribution / active EE | $16,010 | $5,802+176.0% | $4,034+296.9% | $4,041+296.2% |
| Participant deferral / active EE | $0 | $1,748-100.0% | $5,318-100.0% | $3,962-100.0% |
| Admin fee / account holder | $260 | $230+13.0% | $10,693-97.6% | $352-26.0% |