| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $570,148 |
FID INV INST OPS CO1 year Filed as: FID INV INSTL OPS CO LLC Service code 37 · EIN 04-2647786 | Loan Processing | $216,703 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $120,891 |
RUSSELL TRUST COMPANY10+ years Filed as: RUSSELL INVESTMENTS Service code 16 · EIN 91-1659779 | Consulting | $50,000 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $42,697 |
STATE STREET GLOBAL ADVISORS2 years Service code 28 · EIN 81-4017137 | Investment Management | $30,000 |
K&L GATES6 years Service code 29 · EIN 25-0921018 | Legal | $13,710 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,577 | $112,582+111.9% | $105,624+125.9% | $200,096+19.2% |
| Participation rate | 99.3% | 86.3%+13.0pp | 75.3%+24.0pp | 72.0%+27.3pp |
| Annual return | 12.40% | 15.58%-3.2pp | 116.20%-103.8pp | 34.26%-21.9pp |
| Employer contribution / active EE | $12,803 | $4,580+179.5% | $3,168+304.2% | $3,038+321.5% |
| Participant deferral / active EE | $12,233 | $6,655+83.8% | $5,013+144.0% | $5,090+140.3% |
| Admin fee / account holder | $201 | $107+88.2% | $10,961-98.2% | $269-25.3% |