Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC5+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $65,815 |
CONDUENT HR CONSULTING, LLC3 years Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 04-3609848 | Recordkeeping Fees | $25,955 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH & MGMT CO., LLC Service code 52 | Indirect Investment Fees | $16,744 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 55 · EIN 36-1561860 | Other Commissions | $13,543 |
THE BANK OF NEW YORK MELLON5+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $12,997 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $7,586 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $7,001 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MGMT CO. LLC. Service code 52 · EIN 33-0474880 | Indirect Investment Fees | $6,408 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $0 |
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 | $148,995 | $75,419+97.6% | $392,568-62.0% | $67,584+120.5% |
| Participation rate | 95.8% | 74.8%+20.9pp | 78.1%+17.7pp | 71.3%+24.5pp |
| Annual return | 18.76% | 36.70%-17.9pp | 24.42%-5.7pp | 378.59%-359.8pp |
| Employer contribution / active EE | $2,191 | $2,636-16.9% | $3,783-42.1% | $2,148+2.0% |
| Participant deferral / active EE | $6,961 | $4,347+60.1% | $5,985+16.3% | $3,540+96.7% |
| Admin fee / account holder | $87 | $114-23.1% | $6,260-98.6% | $142-38.5% |