| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RETIREE SERVICES Service code 18 | Direct payment from the plan; Custodi... | $162,029 |
BIDART & ROSS1+ years Service code 27 · EIN 58-0241176 | Advisory (Plan) | $50,963 |
RIO TINTO SERVICES INC.1+ years Service code 14 4700 DAYBREAK PARKWAY · SOUTH JORDAN, UT 84009 | Plan Administrator | $46,755 |
XEROX CORPORATION1+ years Filed as: BUCK CONSULTANTS AT XEROX Service code 13 180A CENTURY PARK EAST · LOS ANGELES, CA 90067 | Contract Administrator | $11,843 |
HOLLAND & KNIGHT1+ years Filed as: HOLLAND & HART LLP Service code 29 · EIN 84-0382505 | Legal | $9,942 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,978 | $88,646+74.8% | $90,223+71.8% | $59,188+161.8% |
| Participation rate | 91.0% | 84.8%+6.2pp | 79.0%+12.0pp | 69.4%+21.6pp |
| Annual return | -1.65% | 11.82%-13.5pp | 1.31%-3.0pp | 5.51%-7.2pp |
| Employer contribution / active EE | $10,031 | $5,463+83.6% | $4,378+129.1% | $2,098+378.1% |
| Participant deferral / active EE | $7,878 | $6,586+19.6% | $5,792+36.0% | $3,265+141.3% |
| Admin fee / account holder | $97 | $63+54.8% | $7,406-98.7% | $92+5.4% |