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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CORPORATION Service code 19 · EIN 04-1867445 1776 HERITAGE DRIVE · NORTH QUINCY, MA 02171 | Securities Custodian | $6,427 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 50 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $5,739 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 116 HUNTINGTON AVENUE · BOSTON, MA 02116 | Advisory (Plan) | $5,000 |
Filed as: PRUDENTIAL RETIREMENT INSURANCE & A Service code 13 · EIN 06-1050034 213 WASHINGTON STREET · NEWARK, NJ 07102 | Contract Administrator | $853 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,092 | $58,208+319.3% | $81,812+198.4% | $80,856+201.9% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 9.81% | 41.66%-31.9pp | 773.79%-764.0pp | 35.59%-25.8pp |
| Employer contribution / active EE | $15,344 | $2,340+555.7% | $2,912+426.9% | $2,755+457.0% |
| Participant deferral / active EE | $10,751 | $3,281+227.7% | $4,319+149.0% | $4,296+150.3% |
| Admin fee / account holder | $163 | $4,981-96.7% | $7,386-97.8% | $6,918-97.6% |