Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC4+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $67,888 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 04-3609848 | Recordkeeping Fees | $23,126 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO., LLC Service code 52 | Indirect Investment Fees | $17,797 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $11,092 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $7,724 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $6,421 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,417 | $64,286+107.5% | $106,387+25.4% | $55,727+139.4% |
| Participation rate | 96.6% | 75.2%+21.4pp | 77.5%+19.1pp | 70.9%+25.7pp |
| Annual return | -5.87% | 0.84%-6.7pp | 0.25%-6.1pp | 244.94%-250.8pp |
| Employer contribution / active EE | $1,727 | $2,367-27.1% | $3,520-50.9% | $2,078-16.9% |
| Participant deferral / active EE | $6,627 | $4,158+59.4% | $5,421+22.2% | $3,356+97.5% |
| Admin fee / account holder | $84 | $102-17.4% | $7,510-98.9% | $115-26.7% |