Filed September 8, 2021 (most recent of 2 filings on file)
Total covered: 2 employees
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.5+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $1,289,522 |
ARTISAN PARTNERS1 year Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 16 875 E. WISCONSIN AVE. · MILWAUKEE, WI 53202 | Consulting | $548,282 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 16 · EIN 33-0629048 | Consulting | $444,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $435,266 |
Filed as: TCW Service code 16 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Consulting | $237,566 |
BLACKROCK1 year Service code 16 40 EAST 52ND STREET · NEW YORK, NY 10022 | Consulting | $97,734 |
Filed as: CAPTRUST Service code 16 4208 SIX FORKS ROAD · RALEIGH, NC 27609 | Consulting | $41,878 |
Filed as: CORPORATE ELECTION SERVICES Service code 16 POST OFFICE BOX 125 · PITTSBURGH, PA 15230 | Consulting | $34,075 |
Filed as: MELLON INVESTMENTS CORPORATION Service code 16 P.O. BOX 371509 · PITTSBURGH, PA 15251 | Consulting | $24,979 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,133 | $89,609+147.9% | $105,387+110.8% | $89,609+147.9% |
| Participation rate | 99.2% | 69.6%+29.6pp | 82.6%+16.6pp | 69.6%+29.6pp |
| Annual return | 22.54% | 33.65%-11.1pp | 26.82%-4.3pp | 33.65%-11.1pp |
| Employer contribution / active EE | $3,407 | $2,584+31.8% | $4,213-19.1% | $2,584+31.8% |
| Participant deferral / active EE | $10,594 | $4,222+150.9% | $5,502+92.5% | $4,222+150.9% |
| Admin fee / account holder | $343 | $72+378.2% | $6,559-94.8% | $72+378.2% |