Filed January 13, 2016
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO1+ years Service code 37 · EIN 04-2647786 | Loan Processing | $75,778 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 28 · EIN 94-3112180 | Investment Management | $62,071 |
STATE STREET GLOBAL ADVISORS1+ years Service code 28 · EIN 04-1867445 | Investment Management | $29,110 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $157,063 | $85,590+83.5% | $73,309+114.2% | $69,651+125.5% |
| Participation rate | 96.0% | 78.5%+17.5pp | 74.9%+21.0pp | 66.6%+29.4pp |
| Annual return | 0.00% | 29.41%-29.4pp | 5.67%-5.7pp | 53.77%-53.8pp |
| Employer contribution / active EE | $546 | $2,537-78.5% | $3,237-83.1% | $2,241-75.6% |
| Participant deferral / active EE | $1,222 | $5,237-76.7% | $4,991-75.5% | $3,635-66.4% |
| Admin fee / account holder | $3 | $72-95.2% | $5,635-99.9% | $63-94.5% |