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| Provider | Service type | Compensation |
|---|---|---|
XEROX CORPORATION1+ years Filed as: XEROX HR SOLUTIONS Service code 14 · EIN 16-0468020 | Plan Administrator | $239,582 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $226,181 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 35-1561860 | Bank Trustee | $179,812 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3860154 | Investment Management | $120,807 |
WINSLOW CAPITAL MANAGEMENT1+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1719690 | Investment Management | $103,231 |
ROCATON INVESTMENT ADVISORS, LLC1+ years Filed as: ROCATION INVESTMENT ADVISORS Service code 16 · EIN 04-3638035 | Consulting | $91,163 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 23-2817243 | Investment Management | $77,650 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $76,399 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $60,832 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $53,800 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,753 | $67,505+22.6% | $73,309+12.9% | $67,505+22.6% |
| Participation rate | 99.4% | 71.2%+28.2pp | 74.9%+24.5pp | 71.2%+28.2pp |
| Annual return | -22.51% | 6.52%-29.0pp | 5.67%-28.2pp | 6.52%-29.0pp |
| Employer contribution / active EE | $3,762 | $2,173+73.2% | $3,237+16.2% | $2,173+73.2% |
| Participant deferral / active EE | $6,445 | $3,597+79.2% | $4,991+29.1% | $3,597+79.2% |
| Admin fee / account holder | $115 | $56+104.8% | $5,635-98.0% | $56+104.8% |