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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS10+ years Filed as: SSGA Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $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 | Employee (plan); Direct payment from ... | $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 | $98,273-5.0% | $150,734-38.0% | $85,660+9.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.4%+21.6pp | 74.8%+25.2pp |
| Annual return | 4.98% | 7.62%-2.6pp | 600.81%-595.8pp | 19.52%-14.5pp |
| Employer contribution / active EE | $16,010 | $5,764+177.8% | $4,918+225.5% | $4,199+281.3% |
| Participant deferral / active EE | $0 | $1,439-100.0% | $5,610-100.0% | $3,518-100.0% |
| Admin fee / account holder | $260 | $226+15.4% | $14,905-98.3% | $224+16.3% |