Filed May 13, 2021 (most recent of 4 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $157,917 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $67,968 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $48,521 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $44,501 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $43,751 |
MERCER1 year Service code 70 · EIN 13-2834414 | Consulting Fees | $30,162 |
STATE STREET GLOBAL ADVISORS2+ years Service code 28 · EIN 04-1867446 | Investment Management | $14,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,338 | $82,279+127.7% | $78,002+140.2% | $63,975+192.8% |
| Participation rate | 95.6% | 84.7%+10.9pp | 75.5%+20.1pp | 71.1%+24.5pp |
| Annual return | 6.76% | 11.20%-4.4pp | 425.99%-419.2pp | 48.65%-41.9pp |
| Employer contribution / active EE | $7,790 | $3,297+136.3% | $2,470+215.4% | $2,182+257.1% |
| Participant deferral / active EE | $6,030 | $4,538+32.9% | $3,497+72.4% | $3,356+79.6% |
| Admin fee / account holder | $296 | $81+263.5% | $5,481-94.6% | $70+320.1% |