Filed April 24, 2017
Total covered: 354 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STATE STREET GLOBAL ADVISORS8+ years Service code 18 · EIN 81-4017137 | Custodial (securities); Direct paymen... | $347,356 |
AMERICAN FUNDS4 years Filed as: TREMBLANT CAPITAL GROUP Service code 28 · EIN 83-0349287 | Investment Management | $336,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $193,597 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT Service code 28 · EIN 20-4659714 | Investment Management | $189,431 |
NEPC, LLC8+ years Service code 16 · EIN 26-1429809 | Consulting | $166,421 |
BLACK & PINCKARD LLC8+ years Filed as: BLACK ROCK FINANCIAL MANAGEMENT INC Service code 28 · EIN 94-3112180 | Investment Management | $104,948 |
DELOITTE & TOUCHE LLP2 years Filed as: DELOITTE & TOUCHE LLLP Service code 10 · EIN 13-3891517 | Accounting | $103,000 |
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 | $114,076 | $120,321-5.2% | $147,117-22.5% | $99,313+14.9% |
| Participation rate | 93.8% | 73.4%+20.4pp | 82.2%+11.6pp | 71.7%+22.1pp |
| Annual return | 11.16% | 28.95%-17.8pp | 420.54%-409.4pp | 17.67%-6.5pp |
| Employer contribution / active EE | $2,387 | $4,158-42.6% | $4,932-51.6% | $3,264-26.9% |
| Participant deferral / active EE | $9,310 | $8,044+15.7% | $8,065+15.4% | $5,346+74.2% |
| Admin fee / account holder | $42 | $150-71.8% | $12,993-99.7% | $109-61.2% |