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| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $66,227 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $25,890 |
3M COMPANY10+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $7,003 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $6,049 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $4,124 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 | Shareholder Servicing | $0 |
WELLINGTON TRUST COMPANY1 year Filed as: WELLINGTON TRUST COMPANY, NA Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $123,966 | $110,282+12.4% | $102,434+21.0% | $199,960-38.0% |
| Participation rate | 98.1% | 86.3%+11.8pp | 76.5%+21.5pp | 72.0%+26.1pp |
| Annual return | 11.81% | 35.75%-23.9pp | 29.46%-17.6pp | 34.28%-22.5pp |
| Employer contribution / active EE | $3,087 | $3,603-14.3% | $3,023+2.1% | $3,036+1.7% |
| Participant deferral / active EE | $7,743 | $6,376+21.4% | $5,055+53.2% | $5,087+52.2% |
| Admin fee / account holder | $55 | $122-55.1% | $9,462-99.4% | $269-79.6% |