Filed September 1, 2017
Total covered: 722 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $577,559 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $442,460 |
GOLDMAN SACHS5 years Filed as: GOLDMAN SACHS ASSET MANAGEMET Service code 28 · EIN 04-3211048 | Investment Management | $384,664 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $378,057 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE STABLE ASSET MGMT INC. Service code 28 · EIN 52-0556948 | Investment Management | $365,927 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVTMT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $361,118 |
WILLIAM BLAIR6+ years Filed as: WILLIAM BLAIR INVESTMENT MGMT, LLC Service code 28 · EIN 47-2614791 | Investment Management | $330,638 |
BLACKROCK5 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $247,483 |
WESTFIELD CAPITAL MANAGEMENT6+ years Filed as: WESTFIELD CAPITAL MGMT COMPANY, LP Service code 28 · EIN 80-0175963 | Investment Management | $198,703 |
CARDINAL CAPITAL MANAGEMENT, LLC6+ years Filed as: CARDINAL CAPITAL MANAGEMENT, LLC. Service code 28 · EIN 06-1422705 | Investment Management | $190,496 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,118 | $90,672+72.2% | $125,401+24.5% | $89,433+74.6% |
| Participation rate | 92.8% | 72.3%+20.5pp | 82.4%+10.4pp | 71.3%+21.5pp |
| Annual return | -15.25% | -6.42%-8.8pp | 572.53%-587.8pp | -11.88%-3.4pp |
| Employer contribution / active EE | $4,909 | $3,032+61.9% | $4,816+1.9% | $3,021+62.5% |
| Participant deferral / active EE | $6,672 | $7,210-7.5% | $7,448-10.4% | $5,125+30.2% |
| Admin fee / account holder | $274 | $69+296.8% | $10,008-97.3% | $79+245.0% |