| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $115,215 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $94,501 |
STATE STREET GLOBAL ADVISORS4+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $60,629 |
PGIM INVESTMENTS4+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $33,908 |
DOUBLELINE CAPITAL LP1 year Service code 28 · EIN 30-0596331 | Investment Management | $24,464 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $21,953 |
3M COMPANY4+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $9,077 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $112,126 | $78,852+42.2% | $76,768+46.1% | $75,289+48.9% |
| Participation rate | 91.9% | 85.0%+7.0pp | 77.0%+15.0pp | 72.4%+19.5pp |
| Annual return | -8.39% | -1.29%-7.1pp | 2.43%-10.8pp | -0.04%-8.4pp |
| Employer contribution / active EE | $1,959 | $2,794-29.9% | $2,485-21.2% | $2,405-18.6% |
| Participant deferral / active EE | $6,187 | $4,800+28.9% | $3,852+60.6% | $3,739+65.5% |
| Admin fee / account holder | $147 | $79+85.9% | $6,676-97.8% | $102+43.6% |