| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $834,038 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $683,994 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $80,443 |
THE BANK OF NEW YORK MELLON2+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $73,836 |
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 | $99,797 | $126,925-21.4% | $74,184+34.5% | $329,111-69.7% |
| Participation rate | 86.8% | 87.5%-0.8pp | 76.6%+10.1pp | 67.9%+18.9pp |
| Annual return | 8.18% | 10.67%-2.5pp | 17.74%-9.6pp | 16.35%-8.2pp |
| Employer contribution / active EE | $723 | $3,536-79.6% | $2,370-69.5% | $2,303-68.6% |
| Participant deferral / active EE | $4,153 | $6,619-37.3% | $3,550+17.0% | $3,682+12.8% |
| Admin fee / account holder | $101 | $64+59.4% | $5,586-98.2% | $754-86.6% |