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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $240,093 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT LP Service code 28 · EIN 13-3575636 | Investment Management | $50,650 |
Filed as: MASS MUTUAL Service code 28 · EIN 04-1590850 | Investment Management | $39,037 |
PACIFIC LIFE INSURANCE1+ years Service code 67 · EIN 95-1079000 | Other insurance wrap fees | $22,449 |
Filed as: VOYA Service code 28 · EIN 06-1440627 | Investment Management | $20,235 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $13,914 |
DODGE & COX1+ years Service code 28 · EIN 94-1441976 | Investment Management | $9,692 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: MET LIFE Service code 28 · EIN 13-5581829 | Investment Management | $7,479 |
VINSON & ELKINS LLP1+ years Service code 14 · EIN 74-1183015 | Plan Administrator | $7,155 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,282 | $59,184+54.2% | $92,240-1.0% | $177,276-48.5% |
| Participation rate | 96.9% | 85.6%+11.3pp | 76.5%+20.4pp | 74.8%+22.1pp |
| Annual return | 0.00% | 15.88%-15.9pp | 176.29%-176.3pp | 21.25%-21.3pp |
| Employer contribution / active EE | $2,010 | $2,985-32.7% | $3,680-45.4% | $2,479-18.9% |
| Participant deferral / active EE | $3,785 | $2,859+32.4% | $3,897-2.9% | $3,881-2.5% |
| Admin fee / account holder | $57 | $98-42.3% | $5,194-98.9% | $154-63.1% |