| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $109,235 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $84,509 |
STATE STREET GLOBAL ADVISORS2+ years Service code 18 · EIN 04-1867445 | Soft dollars commissions; Custodial (... | $70,322 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $23,124 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $12,863 |
WELLS FARGO BANK, N.A.2+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $10,622 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,662 | $80,211+31.7% | $74,184+42.4% | $63,975+65.2% |
| Participation rate | 92.2% | 84.2%+8.0pp | 76.6%+15.6pp | 71.1%+21.1pp |
| Annual return | 9.58% | 14.13%-4.5pp | 17.74%-8.2pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,739 | $2,553-31.9% | $2,370-26.6% | $2,182-20.3% |
| Participant deferral / active EE | $5,243 | $4,370+20.0% | $3,550+47.7% | $3,356+56.2% |
| Admin fee / account holder | $117 | $67+74.5% | $5,586-97.9% | $70+66.5% |