Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC3+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $60,410 |
Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 04-3609848 | Recordkeeping Fees | $24,821 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $17,317 |
NORTHERN TRUST COMPANY3+ years Filed as: THE NORTHERN TRUST COMPANY Service code 55 · EIN 36-1561860 | Other Commissions | $14,404 |
THE BANK OF NEW YORK MELLON3+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $14,386 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $9,234 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $5,703 |
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 | $161,527 | $68,544+135.7% | $115,752+39.5% | $69,634+132.0% |
| Participation rate | 95.3% | 74.0%+21.4pp | 77.8%+17.6pp | 70.7%+24.7pp |
| Annual return | 9.17% | 20.97%-11.8pp | 19.41%-10.2pp | 27572.26%-27563.1pp |
| Employer contribution / active EE | $1,682 | $2,400-29.9% | $3,492-51.8% | $2,032-17.2% |
| Participant deferral / active EE | $6,384 | $3,887+64.2% | $5,204+22.7% | $3,224+98.0% |
| Admin fee / account holder | $85 | $90-5.4% | $6,278-98.6% | $110-22.6% |