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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $323,254 |
GOLDMAN SACHS2+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 28 · EIN 04-3211048 | Investment Management | $296,524 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $218,271 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-3860154 | Investment Management | $183,501 |
WINSLOW CAPITAL MANAGEMENT2+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1719690 | Investment Management | $142,596 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $107,416 |
MORNINGSTAR1 year Service code 28 · EIN 36-3297908 | Investment Management | $88,546 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK & TRUST CO. Service code 28 · EIN 04-1867445 | Investment Management | $86,547 |
Filed as: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $67,912 |
BLACKROCK2+ years Filed as: BLACKROCK FINANCIAL MANAGEMENT Service code 28 · EIN 13-3459661 | Investment Management | $64,932 |
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 | $71,907 | $86,496-16.9% | $80,977-11.2% | $329,111-78.2% |
| Participation rate | 98.2% | 80.0%+18.3pp | 75.8%+22.4pp | 67.9%+30.4pp |
| Annual return | 2.26% | 20.13%-17.9pp | 17.11%-14.8pp | 16.35%-14.1pp |
| Employer contribution / active EE | $2,604 | $2,395+8.7% | $3,715-29.9% | $2,303+13.0% |
| Participant deferral / active EE | $3,949 | $5,350-26.2% | $5,696-30.7% | $3,682+7.3% |
| Admin fee / account holder | $93 | $69+33.4% | $5,517-98.3% | $754-87.7% |