| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $90,558 |
HEWITT ASSOCIATES LLC1+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $88,096 |
STATE STREET GLOBAL ADVISORS1+ years Service code 18 · EIN 04-1867445 | Investment management fees paid direc... | $67,965 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $35,383 |
PGIM INVESTMENTS1+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $32,444 |
WELLS FARGO BANK, N.A.1+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $10,728 |
3M COMPANY1+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $5,631 |
ERNST & YOUNG LLP1+ years Service code 50 · EIN 34-6565596 | Direct Payment | $5,040 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,786 | $71,957+34.5% | $67,652+43.1% | $59,188+63.5% |
| Participation rate | 92.4% | 82.7%+9.7pp | 75.7%+16.7pp | 69.4%+23.0pp |
| Annual return | -2.94% | 8.53%-11.5pp | 6625.40%-6628.3pp | 5.51%-8.4pp |
| Employer contribution / active EE | $1,609 | $2,432-33.8% | $2,266-29.0% | $2,098-23.3% |
| Participant deferral / active EE | $5,025 | $4,211+19.3% | $3,560+41.2% | $3,265+53.9% |
| Admin fee / account holder | $125 | $64+94.6% | $4,821-97.4% | $92+35.4% |