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| Provider | Service type | Compensation |
|---|---|---|
JOINT INDUSTRY BOARD10+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $4,037,845 |
STATE STREET GLOBAL ADVISORS9 years Filed as: STATE STREET BANK & TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $826,527 |
RIDGEWORTH3 years Filed as: SEIX INVESTMENTS ADVISORS LLC Service code 28 · EIN 95-4191764 | Investment Management | $352,713 |
PGIM INVESTMENTS3 years Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $349,113 |
ASB CAPITAL MANAGEMENT7 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $268,018 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $244,059 |
Filed as: NEW YORK LIFE INSURANCE CO Service code 28 · EIN 13-5582869 | Investment Management | $238,462 |
Filed as: PRINCIPAL GLOBAL INVESTORS LLC Service code 28 · EIN 42-1520348 | Investment Management | $207,284 |
INSIGHT NORTH AMERICA LLC6 years Service code 28 · EIN 82-0983489 | Investment Management | $160,942 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $54,903 |
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 | $57,848 | $166,271-65.2% | $107,187-46.0% | $166,271-65.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.0%+25.0pp | 79.1%+20.9pp |
| Annual return | 6.13% | 15.58%-9.5pp | 204.55%-198.4pp | 15.58%-9.5pp |
| Employer contribution / active EE | $5,387 | $4,136+30.2% | $3,782+42.4% | $4,136+30.2% |
| Participant deferral / active EE | $0 | $7,214-100.0% | $5,096-100.0% | $7,214-100.0% |
| Admin fee / account holder | $179 | $445-59.7% | $9,162-98.0% | $445-59.7% |