| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $81,059 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $68,408 |
STATE STREET GLOBAL ADVISORS5+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Direct paymen... | $52,293 |
PGIM INVESTMENTS5+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $27,417 |
DOUBLELINE CAPITAL LP2 years Service code 28 · EIN 30-0596331 | Investment Management | $25,087 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $20,184 |
3M COMPANY5+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $11,327 |
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 | $123,078 | $105,173+17.0% | $87,102+41.3% | $77,775+58.3% |
| Participation rate | 92.0% | 85.8%+6.3pp | 76.9%+15.2pp | 73.2%+18.8pp |
| Annual return | 13.31% | 24.52%-11.2pp | 28.19%-14.9pp | 32.58%-19.3pp |
| Employer contribution / active EE | $2,057 | $2,890-28.8% | $2,521-18.4% | $2,504-17.8% |
| Participant deferral / active EE | $6,275 | $5,048+24.3% | $4,048+55.0% | $3,966+58.2% |
| Admin fee / account holder | $118 | $105+13.0% | $7,493-98.4% | $100+18.1% |