| Provider | Service type | Compensation |
|---|---|---|
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $428,082 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $306,200 |
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $166,526 |
ALIGHT SOLUTIONS LLC1+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $159,780 |
THE BANK OF NEW YORK MELLON1+ years Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $147,769 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $115,816 |
SCHRODER INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-4064414 | Investment Management | $71,766 |
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL FUND ADVISORS LP Service code 28 · EIN 30-0447847 | Investment Management | $63,811 |
ARTISAN PARTNERS1+ years Service code 28 · EIN 30-0551775 | Investment Management | $58,867 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT Service code 28 · EIN 95-4871957 | Investment Management | $53,377 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,094 | $106,273+127.8% | $112,977+114.3% | $106,273+127.8% |
| Participation rate | 99.7% | 70.8%+28.9pp | 82.6%+17.1pp | 70.8%+28.9pp |
| Annual return | 0.00% | 21.70%-21.7pp | 24.24%-24.2pp | 21.70%-21.7pp |
| Employer contribution / active EE | $3,668 | $2,722+34.7% | $4,255-13.8% | $2,722+34.7% |
| Participant deferral / active EE | $3,478 | $4,601-24.4% | $5,836-40.4% | $4,601-24.4% |
| Admin fee / account holder | $108 | $78+38.3% | $6,294-98.3% | $78+38.3% |