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 COMPANY3+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $512,793 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $264,122 |
WILLIS TOWERS WATSON US LLC3+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $147,937 |
KPMG LLP3+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $49,000 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $47,727 |
STATE STREET GLOBAL ADVISORS3+ years Service code 28 · EIN 04-1867446 | Investment Management | $12,191 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $172,143 | $90,410+90.4% | $91,004+89.2% | $77,958+120.8% |
| Participation rate | 94.5% | 86.4%+8.1pp | 75.6%+18.9pp | 71.6%+22.9pp |
| Annual return | 13.06% | 21.34%-8.3pp | 4.60%+8.5pp | 20.87%-7.8pp |
| Employer contribution / active EE | $9,561 | $3,392+181.9% | $2,456+289.4% | $2,310+313.8% |
| Participant deferral / active EE | $7,386 | $4,816+53.4% | $3,548+108.2% | $3,537+108.8% |
| Admin fee / account holder | $339 | $79+329.2% | $5,417-93.7% | $97+247.9% |