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) | $122,194 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 52 · EIN 95-6810128 | Indirect Investment Fees | $38,041 |
CONDUENT HR CONSULTING, LLC2 years Filed as: CONDUENT HR SERVICES LLC Service code 64 · EIN 04-3609848 | Recordkeeping Fees | $28,728 |
Filed as: WESTERN ASSET MANAGEMENT CO. LLC Service code 52 · EIN 06-1050034 | Indirect Investment Fees | $19,399 |
THE BANK OF NEW YORK MELLON4+ years Filed as: STANDISH MELLON ASSET MGMT CO. LLC Service code 52 · EIN 25-1890416 | Indirect Investment Fees | $13,704 |
Filed as: CENTERSQUARE INVESTMENT MANAGEMENT Service code 52 · EIN 23-2817243 | Indirect Investment Fees | $12,860 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST GLOBAL INVESTMENTS Service code 52 · EIN 45-6138589 | Indirect Investment Fees | $10,809 |
Service code 52 · EIN 13-7027829 | Indirect Investment Fees | $8,221 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,712 | $118,101+40.3% | $106,387+55.8% | $75,289+120.1% |
| Participation rate | 95.8% | 81.4%+14.4pp | 77.5%+18.4pp | 72.4%+23.4pp |
| Annual return | -5.34% | -2.42%-2.9pp | 0.25%-5.6pp | -0.04%-5.3pp |
| Employer contribution / active EE | $1,927 | $2,880-33.1% | $3,520-45.2% | $2,405-19.9% |
| Participant deferral / active EE | $6,810 | $4,681+45.5% | $5,421+25.6% | $3,739+82.2% |
| Admin fee / account holder | $118 | $85+39.6% | $7,510-98.4% | $102+15.3% |