| Provider | Service type | Compensation |
|---|---|---|
HEWITT ASSOCIATES LLC3+ years Service code 15 · EIN 36-2235791 | Recordkeeping | $104,678 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $69,869 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $62,698 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $28,681 |
PGIM INVESTMENTS3+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $21,288 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 28 · EIN 34-6565596 | Investment Management | $15,866 |
WELLS FARGO BANK, N.A.3+ years Filed as: GALLIARD CAPITAL MANAGEMENT, INC. Service code 28 · EIN 41-1813702 | Investment Management | $9,570 |
3M COMPANY3+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $5,668 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,289 | $88,730+41.2% | $82,312+52.2% | $77,958+60.7% |
| Participation rate | 91.4% | 84.5%+6.8pp | 76.9%+14.5pp | 71.6%+19.7pp |
| Annual return | 18.60% | 20.88%-2.3pp | 25.88%-7.3pp | 20.87%-2.3pp |
| Employer contribution / active EE | $1,825 | $2,758-33.8% | $2,428-24.9% | $2,310-21.0% |
| Participant deferral / active EE | $6,037 | $4,634+30.3% | $3,706+62.9% | $3,537+70.7% |
| Admin fee / account holder | $127 | $74+72.1% | $5,608-97.7% | $97+30.8% |