| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC4+ years Service code 15 · EIN 82-1061233 | Recordkeeping | $2,980,761 |
INVESCO4+ years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $1,680,609 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $1,378,415 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS Service code 28 · EIN 04-3247425 | Investment Management | $861,039 |
ARROWSTREET CAPITAL1 year Service code 28 · EIN 04-3472863 | Investment Management | $428,225 |
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS Service code 28 180 BATTERY STREET · BURLINGTON, VT 05401 | Investment Management | $344,600 |
Filed as: HOTCHKIS AND WILEY CAPITAL MGMT Service code 28 · EIN 95-4871957 | Investment Management | $320,950 |
SCHRODER INVESTMENT MANAGEMENT4+ years Service code 28 · EIN 13-4064414 | Investment Management | $304,264 |
Filed as: ACADIAN Service code 28 · EIN 04-2929221 | Investment Management | $259,952 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $151,849 |
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 | $243,049 | $96,393+152.1% | $112,504+116.0% | $96,393+152.1% |
| Participation rate | 98.5% | 71.3%+27.3pp | 80.6%+18.0pp | 71.3%+27.3pp |
| Annual return | 15.53% | 22.88%-7.3pp | 34.13%-18.6pp | 22.88%-7.3pp |
| Employer contribution / active EE | $8,069 | $3,239+149.2% | $4,571+76.5% | $3,239+149.2% |
| Participant deferral / active EE | $12,048 | $5,455+120.9% | $6,522+84.7% | $5,455+120.9% |
| Admin fee / account holder | $629 | $74+752.0% | $7,048-91.1% | $74+752.0% |