Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 26 · EIN 94-3250323 | Advisory (Participants) | $384,962 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 16-0468020 | Recordkeeping Fees | $81,396 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $65,115 |
THE VANGUARD GROUP, INC.5+ years Service code 52 · EIN 90-0735978 | Indirect Investment Fees | $60,602 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $46,776 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $21,064 |
NORTHERN TRUST COMPANY5+ years Filed as: NORTHERN TRUST GLOBAL INVESTMENTS Service code 52 · EIN 45-6138589 | Indirect Investment Fees | $19,834 |
THE BANK OF NEW YORK MELLON5+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $19,159 |
Service code 52 · EIN 13-7027829 | Indirect Investment Fees | $16,294 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 55 · EIN 36-1561860 | Other Commissions | $15,292 |
Annual investment return 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 | $147,219 | $127,218+15.7% | $392,568-62.5% | $77,775+89.3% |
| Participation rate | 98.7% | 82.0%+16.7pp | 78.1%+20.6pp | 73.2%+25.5pp |
| Annual return | 17.53% | 25.27%-7.7pp | 24.42%-6.9pp | 32.58%-15.0pp |
| Employer contribution / active EE | $2,546 | $3,064-16.9% | $3,783-32.7% | $2,504+1.7% |
| Participant deferral / active EE | $6,754 | $4,820+40.1% | $5,985+12.9% | $3,966+70.3% |
| Admin fee / account holder | $145 | $89+63.0% | $6,260-97.7% | $100+45.0% |