Filed April 24, 2017
Total covered: 354 employees
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| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS9+ years Service code 18 · EIN 81-4017137 | Direct payment from the plan; Custodi... | $687,074 |
AMERICAN FUNDS5 years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $396,050 |
Service code 37 · EIN 04-2647786 | Loan Processing | $180,187 |
NEPC, LLC9+ years Service code 16 · EIN 26-1429809 | Consulting | $171,247 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $159,512 |
BLACK & PINCKARD LLC9+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $106,380 |
DELOITTE & TOUCHE LLP3 years Filed as: DELOITTE & TOUCHE LLLP Service code 10 · EIN 13-3891517 | Accounting | $106,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,013 | $126,505-0.4% | $147,318-14.5% | $126,505-0.4% |
| Participation rate | 92.7% | 81.0%+11.7pp | 82.1%+10.6pp | 81.0%+11.7pp |
| Annual return | 17.34% | 14.86%+2.5pp | 70.43%-53.1pp | 14.86%+2.5pp |
| Employer contribution / active EE | $2,312 | $4,041-42.8% | $4,593-49.7% | $4,041-42.8% |
| Participant deferral / active EE | $9,086 | $6,313+43.9% | $7,906+14.9% | $6,313+43.9% |
| Admin fee / account holder | $65 | $145-55.1% | $13,708-99.5% | $145-55.1% |