| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $804,801 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $667,024 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $96,143 |
THE BANK OF NEW YORK MELLON1+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $38,009 |
Employer contribution per participant 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 | $97,312 | $111,064-12.4% | $67,652+43.8% | $69,651+39.7% |
| Participation rate | 83.2% | 86.0%-2.8pp | 75.7%+7.5pp | 66.6%+16.6pp |
| Annual return | 4.04% | 2.77%+1.3pp | 6625.40%-6621.4pp | 53.77%-49.7pp |
| Employer contribution / active EE | $860 | $3,328-74.2% | $2,266-62.1% | $2,241-61.6% |
| Participant deferral / active EE | $3,891 | $6,396-39.2% | $3,560+9.3% | $3,635+7.0% |
| Admin fee / account holder | $100 | $72+39.8% | $4,821-97.9% | $63+58.9% |