| Provider | Service type | Compensation |
|---|---|---|
NORTHWEST PLAN SERVICES, INC.2+ years Filed as: NORTHWEST PLAN SERVICES Service code 16 · EIN 91-2090931 | Consulting | $1,392,956 |
FINANCIAL ENGINE ADVISORS, LLC2+ years Service code 16 · EIN 94-3250323 | Consulting | $1,308,134 |
NORTHERN TRUST COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $423,418 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: JP MORGAN INVESTMENT Service code 27 · EIN 23-7236436 | Advisory (Plan) | $377,220 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $217,679 |
ALIGHT SOLUTIONS LLC2+ years Service code 16 · EIN 36-2235791 | Consulting | $45,482 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 27 · EIN 04-1867445 | Advisory (Plan) | $17,615 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $265,284 | $96,393+175.2% | $112,504+135.8% | $96,393+175.2% |
| Participation rate | 97.2% | 71.3%+25.9pp | 80.6%+16.6pp | 71.3%+25.9pp |
| Annual return | 16.98% | 22.88%-5.9pp | 34.13%-17.2pp | 22.88%-5.9pp |
| Employer contribution / active EE | $7,528 | $3,239+132.4% | $4,571+64.7% | $3,239+132.4% |
| Participant deferral / active EE | $12,625 | $5,455+131.5% | $6,522+93.6% | $5,455+131.5% |
| Admin fee / account holder | $162 | $74+119.7% | $7,048-97.7% | $74+119.7% |