| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK8+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $38,722 |
Filed as: GREAT WEST TRUST COMPANY (EMPOWER) Service code 15 · EIN 84-1455663 | Recordkeeping | $29,061 |
DOUBLELINE CAPITAL LP5 years Service code 28 · EIN 30-0596331 | Investment Management | $22,391 |
PGIM INVESTMENTS1 year Filed as: PGIM, INC Service code 28 · EIN 22-2540245 | Investment Management | $18,661 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $13,912 |
ALIGHT SOLUTIONS LLC2 years Filed as: TEMPO HOLDING COMPANY, LLC (ALIGHT) Service code 15 · EIN 82-1061233 | Recordkeeping | $13,838 |
Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 04-1867445 | Direct payment from the plan; Custodi... | $11,113 |
THE BANK OF NEW YORK MELLON2 years Service code 25 · EIN 13-5160382 | Directed Trustee | $9,848 |
3M COMPANY8+ years Service code 14 · EIN 41-0417775 | Plan Administrator | $6,175 |
Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $585 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,656 | $130,052-24.1% | $86,717+13.8% | $77,906+26.6% |
| Participation rate | 98.1% | 85.9%+12.2pp | 76.6%+21.5pp | 73.7%+24.4pp |
| Annual return | -17.44% | -12.73%-4.7pp | 35.97%-53.4pp | 12.16%-29.6pp |
| Employer contribution / active EE | $2,768 | $3,214-13.9% | $2,837-2.4% | $2,846-2.7% |
| Participant deferral / active EE | $7,342 | $5,741+27.9% | $4,657+57.7% | $4,805+52.8% |
| Admin fee / account holder | $72 | $132-45.6% | $7,494-99.0% | $133-45.9% |