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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.5+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $1,111,691 |
Filed as: TOWERS WATSON INVEST SVCS INC Service code 16 · EIN 52-1868818 | Consulting | $135,106 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $57,540 |
NIXON PEABODY LLP1 year Filed as: NIXON PEABODY Service code 29 · EIN 16-0764720 | Legal | $26,893 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,111 | $116,243-32.8% | $91,994-15.1% | $89,609-12.8% |
| Participation rate | 90.0% | 84.8%+5.3pp | 78.6%+11.4pp | 69.6%+20.5pp |
| Annual return | 20.56% | 23.75%-3.2pp | 69.04%-48.5pp | 33.65%-13.1pp |
| Employer contribution / active EE | $2,345 | $3,226-27.3% | $3,453-32.1% | $2,584-9.3% |
| Participant deferral / active EE | $4,143 | $7,519-44.9% | $5,924-30.1% | $4,222-1.9% |
| Admin fee / account holder | $81 | $82-2.0% | $7,744-99.0% | $72+12.5% |