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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,005,152 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $259,094 |
WILLIS TOWERS WATSON US LLC2 years Filed as: TOWERS WATSON DELAWARE, INC. Service code 16 · EIN 53-0181291 | Consulting | $163,687 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 13-3860154 | Investment Management | $96,731 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $80,000 |
Filed as: TOWERS WATSON INVESTMENT SERVICE Service code 16 · EIN 52-1868818 | Consulting | $77,935 |
GOLDMAN SACHS3+ years Filed as: GOLDMAN SACHS ASSETS MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $70,343 |
Filed as: STACK CONSULTING GROUP, LLC Service code 16 · EIN 81-2274881 | Consulting | $67,875 |
NIXON PEABODY LLP3+ years Service code 28 · EIN 16-0764720 | Investment Management | $43,500 |
WINSLOW CAPITAL MANAGEMENT3+ years Filed as: WINSLOW CAPITAL MANAGEMENT, LLC Service code 28 · EIN 41-1719690 | Investment Management | $43,129 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,981 | $104,862-26.6% | $90,161-14.6% | $80,976-4.9% |
| Participation rate | 97.7% | 78.9%+18.8pp | 76.9%+20.9pp | 68.3%+29.5pp |
| Annual return | 36.98% | 20.18%+16.8pp | 34.89%+2.1pp | 22.91%+14.1pp |
| Employer contribution / active EE | $2,436 | $2,724-10.6% | $3,318-26.6% | $2,402+1.4% |
| Participant deferral / active EE | $3,840 | $6,098-37.0% | $5,287-27.4% | $3,848-0.2% |
| Admin fee / account holder | $99 | $76+29.4% | $5,943-98.3% | $67+46.3% |