Filed April 5, 2021 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINE ADVISORS, LLC2+ years Service code 26 · EIN 94-3250323 | Advisory (Participants) | $121,989 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MGMT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $33,388 |
XEROX CORPORATION2+ years Filed as: XEROX HR SOLUTIONS LLP Service code 64 · EIN 16-0468020 | Recordkeeping Fees | $31,815 |
PIMCO FUNDS2+ years Filed as: PACIFIC INVESTMENT MGMT CO. LLC Service code 52 · EIN 33-0629048 | Indirect Investment Fees | $25,345 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 55 · EIN 36-1561860 | Other Commissions | $20,362 |
THE BANK OF NEW YORK MELLON2+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $19,952 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $18,883 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,697 | $107,045+74.4% | $108,745+71.7% | $63,975+191.8% |
| Participation rate | 94.5% | 81.9%+12.6pp | 77.7%+16.8pp | 71.1%+23.4pp |
| Annual return | 11.92% | 18.14%-6.2pp | 46.22%-34.3pp | 48.65%-36.7pp |
| Employer contribution / active EE | $2,502 | $2,651-5.6% | $3,323-24.7% | $2,182+14.7% |
| Participant deferral / active EE | $6,634 | $4,292+54.6% | $5,121+29.5% | $3,356+97.6% |
| Admin fee / account holder | $121 | $67+80.3% | $6,144-98.0% | $70+71.9% |