| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC1+ years Service code 16 · EIN 94-3250323 | Consulting | $1,165,756 |
NORTHWEST PLAN SERVICES, INC.1+ years Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $1,130,924 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN INVESTMENT Service code 27 · EIN 23-7236436 | Advisory (Plan) | $167,117 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $152,411 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $126,980 |
ALIGHT SOLUTIONS LLC1+ years Service code 16 · EIN 36-2235791 | Consulting | $48,850 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 27 · EIN 04-1867445 | Advisory (Plan) | $20,617 |
EVESTMENT ALLIANCE LLC1+ years Filed as: EVESTMENT ALLIANCE HOLDINGS, INC Service code 16 · EIN 26-2574235 | Consulting | $8,962 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,920 | $89,433+162.7% | $93,765+150.5% | $89,433+162.7% |
| Participation rate | 96.1% | 71.3%+24.9pp | 81.0%+15.1pp | 71.3%+24.9pp |
| Annual return | 0.00% | -11.88%+11.9pp | -11.32%+11.3pp | -11.88%+11.9pp |
| Employer contribution / active EE | $8,971 | $3,021+197.0% | $4,327+107.3% | $3,021+197.0% |
| Participant deferral / active EE | $8,994 | $5,125+75.5% | $6,099+47.5% | $5,125+75.5% |
| Admin fee / account holder | $143 | $79+80.2% | $7,184-98.0% | $79+80.2% |