| Provider | Service type | Compensation |
|---|---|---|
BTT INTERNATIONAL PENSION FUND9+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $462,048 |
COMERICA BANK6 years Service code 19 · EIN 38-1998421 | Securities Custodian | $119,505 |
ARROWSTREET CAPITAL1 year Filed as: ARROWSTREET CAPITAL LTD Service code 27 200 CLARENDON STREET, 30TH FL · BOSTON, MA 02116 | Advisory (Plan) | $81,670 |
O'DWYER & BERNSTEIN, LLP9+ years Filed as: O'DWYER & BERNSTIEN, LLP Service code 29 · EIN 13-5286665 | Legal | $61,654 |
Service code 16 PO BOX 9510 · SAVANNAH, GA 31412 | Consulting | $58,375 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 19 · EIN 42-1520346 | Securities Custodian | $28,724 |
FUIMAN MOGILA, LLP1 year Filed as: FUIMAN MOGILA LLP Service code 29 5 PENN PLAZA 23RD FL · NEW YORK, NY 10001 | Legal | $23,587 |
CALIBRE CPA GROUP PLLC9+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $21,100 |
EBERTS & HARRISON9+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $19,784 |
CHEIRON9+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $5,475 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,808 | $55,730-82.4% | $96,543-89.8% | $96,393-89.8% |
| Participation rate | 98.9% | 82.8%+16.1pp | 74.3%+24.5pp | 71.3%+27.6pp |
| Annual return | 9.17% | 12.78%-3.6pp | 35.75%-26.6pp | 22.88%-13.7pp |
| Employer contribution / active EE | $840 | $4,014-79.1% | $3,741-77.5% | $3,239-74.1% |
| Participant deferral / active EE | $19 | $3,393-99.4% | $4,880-99.6% | $5,455-99.7% |
| Admin fee / account holder | $36 | $105-66.1% | $6,737-99.5% | $74-51.6% |