Filed May 13, 2021 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $154,779 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: TOWERS WATSON Service code 27 · EIN 52-1868818 | Advisory (Plan) | $91,137 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $47,500 |
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 49 · EIN 04-3516284 | Other Services | $41,950 |
WELLINGTON TRUST COMPANY5+ years Filed as: WELLINGTON MANAGEMENT Service code 51 · EIN 04-2683227 | Investment Mgmt Fees | $19,920 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 04-1867446 | Investment Management | $17,761 |
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 | $202,342 | $96,403+109.9% | $93,621+116.1% | $77,775+160.2% |
| Participation rate | 96.9% | 87.6%+9.2pp | 75.8%+21.0pp | 73.2%+23.7pp |
| Annual return | 19.22% | 39.36%-20.1pp | 32.76%-13.5pp | 32.58%-13.4pp |
| Employer contribution / active EE | $9,507 | $3,616+162.9% | $2,719+249.7% | $2,504+279.7% |
| Participant deferral / active EE | $6,906 | $5,341+29.3% | $4,070+69.7% | $3,966+74.1% |
| Admin fee / account holder | $194 | $90+116.5% | $7,890-97.5% | $100+93.6% |