| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK6+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $90,033 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $57,280 |
STATE STREET GLOBAL ADVISORS6+ years Service code 18 · EIN 81-4017137 | Investment management fees paid indir... | $45,279 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES LLC Service code 28 · EIN 22-2540245 | Investment Management | $25,003 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $16,511 |
DOUBLELINE CAPITAL LP3 years Service code 28 · EIN 30-0596331 | Investment Management | $13,123 |
3M COMPANY6+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $8,798 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC. Service code 28 · EIN 22-2540245 | Investment Management | $5,491 |
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 | $128,820 | $176,471-27.0% | $95,968+34.2% | $90,274+42.7% |
| Participation rate | 97.2% | 86.6%+10.7pp | 77.1%+20.2pp | 73.4%+23.9pp |
| Annual return | 10.88% | 20.15%-9.3pp | 91.65%-80.8pp | 53.97%-43.1pp |
| Employer contribution / active EE | $2,262 | $2,783-18.7% | $2,542-11.0% | $2,523-10.3% |
| Participant deferral / active EE | $7,005 | $5,325+31.5% | $4,167+68.1% | $4,231+65.6% |
| Admin fee / account holder | $112 | $154-27.2% | $6,798-98.3% | $114-1.6% |