Filed May 13, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
WELLINGTON TRUST COMPANY4+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $418,893 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $151,004 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $145,154 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $48,050 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $36,227 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 04-1867446 | Investment Management | $21,641 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,270 | $134,045+34.5% | $80,022+125.3% | $75,289+139.4% |
| Participation rate | 96.8% | 85.8%+11.0pp | 75.8%+21.0pp | 72.4%+24.4pp |
| Annual return | -2.95% | -0.56%-2.4pp | 11.22%-14.2pp | -0.04%-2.9pp |
| Employer contribution / active EE | $8,538 | $3,492+144.5% | $2,468+246.0% | $2,405+255.0% |
| Participant deferral / active EE | $6,695 | $4,976+34.5% | $3,686+81.6% | $3,739+79.1% |
| Admin fee / account holder | $331 | $124+167.1% | $6,521-94.9% | $102+223.4% |